Overview
Rewaa allows you to add sub-accounts under main accounts in the Chart of Accounts to help you track your financial data accurately. This article explains the process in detail.
Key Definitions
Assets (Non Current Assets) :
Long-term assets that are not expected to be converted into cash within one year, such as property, machinery, and equipment.
Equity:
The residual interest in the company’s assets after deducting liabilities — representing the owner’s share of the business.
Includes Issued Capital, Opening Common Shares, and Retained Earnings.
Revenue:
The income generated by the company’s core operating activities, such as sales of goods or services.
Step 1: Add a New Account in the Chart of Accounts
Adding a Second-Level Sub-account
Go to Accounting > Chart of Accounts > New Account.
Select the Parent Account, for example: Assets, Equity, or Revenue.
Enter the following details:
Account Code (auto-generated, editable).
Account Name.
Description (optional).
Click Save.
Refresh the page to display the new account in the Chart of Accounts.
Adding a Third-Level Sub-account
Go to Accounting > Chart of Accounts.
Click a second-level account, then click the three dots (⋮), and select New Sub-account.
The following fields will auto-populate:
Parent Account (from level 2)
Account Code (auto-generated, editable).
Enter the required details:
Account Name.
Description (optional).
Click Save.
The new account will appear under the selected account.
ℹ️ Note:
If a sub-account is added under an account already linked to a payment method, the existing link will be removed. You can reconnect it afterward.
Practical Examples
Main Account (Parent) | Sub-account (Level 2) | Sub-account of Sub-account (Level 3) | Detailed Account (Level 4) |
Assets | Non-current Assets | Equipment | – |
Equity | Owner’s Current Account | Ahmed’s Account | – |
Revenue | Rental Income | Workspace – Riyadh | – |
Assets | Current Assets | Employee Advances | Ahmed’s Advance |
💡 To learn how to add a fourth-level sub-account (e.g., Employee Advances) and link it to bank accounts and payment methods, [click here].
FAQs
Can I add a sub-account under another sub-account?
Yes, you can add sub-accounts up to seven levels, as long as the parent account’s balance is zero and it has no recorded transactions.
Can I delete an account I added by mistake?
No, accounts cannot be deleted, but they can be archived.
For more details about archiving, [click here].
Can I export the Chart of Accounts to an Excel file?
Yes. Click Export, and the Excel file (.xlsx) will be downloaded.
How can I add amounts to accounts in the Chart of Accounts?
Add a manual journal entry or an opening balance, and select the accounts you want to update.
Can I edit the account number after creating it?
Yes. Click the three dots (⋮) next to the account, then select Edit Account.
I added a new account but it doesn’t appear in the Chart of Accounts. Why?
Refresh the page to display the newly added account.
Is there a limit to the number of second-level sub-accounts I can add?
No, there’s no limit. You can add as many as needed.
Can I link payment methods to accounts under Assets and Equity?
Yes, you can. For more details, [click here].