How to Generate a Chart of Accounts for Projects

Learn the step-by-step process to generate a chart of accounts for your projects, including copying the app ID, deploying the script, and using the admin panel.

29 Aug 2024 By Kaustubh

In this guide, we'll learn how to generate a chart of accounts for projects using a script. This involves copying the script, pasting the app ID, and deploying the script. We'll also cover how to update the webhook in the admin panel to ensure the chart of accounts is generated correctly.

Let's get started

The final task is to generate a chart of accounts for the projects. First, go to Data, then Chart of Accounts. Click on Show API and copy the app ID. Close this. Next, copy the script for the chart of accounts.

Go to Viable · Glide

Step #3: Click on Chart of Accounts — Click on Chart of Accounts

Step #4: Click on Show API — Click on Show API

Step #5: Copy the App Code — Copy the App Code

Type "Ctrl + C"

Go to Viable All Webhooks - Google Sheets

Step #9: Click on "Viable Chart of" — Click on "Viable Chart of"

Step #10: Click on "Viable Chart of Accounts" — Click on "Viable Chart of Accounts"

Go to Viable Chart of Accounts - Project Editor - Apps Script

Create new script for the client as explained earlier

Step #12: Paste the new App Id code on line 77 — Paste the new App Id code on line 77

Once you have made the copy, paste the app ID here in double quotation marks.

Type "Ctrl + V"

Save

After that, you can deploy the script as demonstrated earlier.

Go to Viable · Glide

Step #17: Click on "Layout" — Click on "Layout"

In the admin panel, under the chart of accounts project, we have the option to generate a chart of accounts. Click on the "Create Action" button, then select "Create Chart" and "Generate Chart of Accounts." You can also edit the action and change the webhook here.

Step #18: Click on "Admin Panel" — Click on "Admin Panel"

Step #19: Click on "Chart of Account Projects" — Click on "Chart of Account Projects"

Step #20: Click on the Button Block — Click on the Button Block

Step #21: Click on the Action — Click on the Action

Step #22: Click Edit Action — Click Edit Action

Step #23: Click on Trigger Webhook — Click on Trigger Webhook

Step #24: Paste the URL from the deployed script here — Paste the URL from the deployed script here