# COA Group Allocation

### **Module Guide: COA Group Allocation**

#### **Module Location**

#### Settings > Accounting Settings > COA Group Allocation

#### **Module Purpose**

#### The **COA Group Allocation** module is a configuration page used to assign or manage which **Chart of Accounts (CoA)** will be used by each company entity within the system. In a multi-company environment, each entity might require the same or a slightly different CoA structure. This module ensures that each company is linked to the correct CoA group.​

### **1. Main View (Company List)**

#### The main page displays a list of all company entities registered in the system, ready to be configured.

#### **View Explanation**

- #### **Company List**: Displays the names of the companies within the group (e.g., PT. MEGA GLOBAL FOOD INDUSTRY, PT. UNGGUL INDO MODERN SEJAHTERA).
- #### **Action Buttons**:
    
    
    - #### **Change**: A button to enter edit mode or proceed to the next page to configure the CoA group allocation for the selected company.

### **2. Steps to Set COA Group Allocation**

#### Based on the simple interface, the workflow is as follows:

- #### Select a company from the displayed list.
- #### Click the **Change** button.
- #### The system will likely direct the user to a new page (not shown) where they can select which "COA Group" or "COA Template" to apply to the chosen company.
- #### After the selection is made, save the changes.

### **3. Integrated Workflow & Business Process**

- #### **Foundation of Company Accounting**: This setting is one of the most fundamental steps when setting up a new company in the system. Assigning a CoA group will determine the entire account structure that the company can use for all its transactions.​
- #### **Reporting Standardization**: By ensuring all (or some) companies in a group use the same or a similar CoA structure from a single group, the process of consolidation and performance comparison between companies becomes much easier and more accurate.
- #### **Data Control**: This module controls which accounts are valid for each company, preventing users in one company from using accounts that are only relevant to another.

### **4. Tips & Important Notes**

- #### This is a crucial **initial setup** function. An error in assigning the CoA group can invalidate the entire accounting record of a company.
- #### Access to this module must be **strictly restricted** and should only be held by a system administrator or the corporate accounting team responsible for the group's financial structure.
- #### Changes to this module after a company is already operational with transactions must be done with careful planning, as it can impact historical data and financial statements.