---
title: "Chart of Accounts | Marlin Bookkeeping"
slug: "chart-of-accounts"
description: "Learn about the Chart of Accounts in Marlin Tyre and Mechanical Workshop Software by Megabus."
updated: 2026-01-27T03:09:10Z
published: 2026-01-27T03:09:10Z
canonical: "help.megabus.com.au/chart-of-accounts"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Chart of Accounts

**Marlin Tyre and Mechanical Workshop Software** includes a fully integrated chart of accounts.

To view and edit the chart of accounts, select **Master Files > Accounts > Chart of Accounts** from the menu bar.

The Chart of Accounts module will open on the **Search** window, showing a list of active accounts within the marlin system.

All accounts are accessible from every company within the enterprise, but can be renamed for each company if desired.

Bank accounts can also be viewed and edited using the [Bank Accounts](/v1/docs/bank-accounts) master file, which is covered in its own separate help guide.

          Note

          

Each account in Marlin's chart of accounts must be linked with an [account type](https://help.megabus.com.au/docs/chart-of-accounts#account-types).

## Adding Accounts

#### Master Files > Accounts > Chart of Accounts

To the top right of the Chart of Accounts Search list, click on the **Add** action button.

The account window will open on the **Details** tab, which contains a form for adding a new account.

In the textboxes at the top, enter a **Code** and a **Name** for the account.

          Tip

          

Account codes are generally a short string of numbers. When adding new accounts, a similar coder to other, related accounts can be entered so the accounts will be grouped on finance reports.

          Note

          

To allow the account to be renamed for different companies, tick the **Allow Company to Overwrite Name** checkbox below the Name textbox.

If the checkbox is ticked, a **Company's Name for Account** textbox will appear below, which can be used to rename the account for the company selected using the filter to the top right of the module window.

The company filter cannot be changed while in edit mode. To rename the account for multiple companies, switch back to **View** mode and save the changes before selecting the next company.

Use the **Account Type** picker below to select from a list of [active account types](/workshop/docs/chart-of-accounts#account-types) within the Marlin system.

To allow account postings to be added to customer orders, tick the **Allow Sales** checkbox.

If the Allow Sales checkbox is ticked, use the **Sell Tax Code** picker below to select a tax code to apply when adding account postings to customer or supplier orders.

To allow account postings to be added to supplier orders, tick the **Allow Purchases** checkbox.

If the Allow Purchases checkbox is ticked, use the **Buy Tax Code** picker below to select a tax code to apply when adding account postings to customer or supplier orders.

Leave the **Active** checkbox ticked to enable the new account within the Marlin system.

Once the account is added, the Period Balances list at the bottom of the details tab will show details of the account's balance for each accounting period.

To add the account and return to the Chart of Accounts Search list, click on the **Save** action button to the top right of the module window.

## Account Types

To view and edit account types, select **System > Accounts > Account Types** from the menu bar.

The Account Types module will open on the **Search** window, showing a list of active account types within the Marlin system.

To add an account type, click on the **Add** action button to the top right of the Account Types Search list.

The Account Type window will open on the **Details** tab, containing a form for adding a new account type.

In the textbox at the top, enter a **Name** for the new account type.

Use the **Class** drop-down menu below to select whether the account is an **Asset**, **Expense**, **Equity**, **Liability** or **Revenue** account.

Leave the **Active** checkbox ticked to enable the new account type within the Marlin system.

To save the new account type and return to the Search list, click on the **Save** action button at the top right of the module window.