How can the chart of accounts be changed in Argus Enterprise?

The chart of accounts in Argus Enterprise can be altered when opening it or from the Portfolio Details tab. This capability allows users to make necessary modifications to their accounts as needed, ensuring that the financial tracking aligns with the specific needs of the portfolio being managed.

Changing the chart of accounts in these contexts provides flexibility for users to tailor their financial structures to accommodate varying asset types and investment strategies throughout the portfolio’s lifecycle. This adaptability is crucial for accurate financial reporting and management.

While it may be possible to set up initial accounts at system setup or during portfolio creation, the functionality to make changes later on is essential for responding to evolving business circumstances. Once saved, accounts can be edited in the Portfolio Details, reinforcing the system's design to facilitate active management of financial data.