Your Books, From Day One

Three settings set your financial foundation: your Chart of Accounts, your account mapping, and your cost method. Set them to match your accountant and Rundoo does the rest.

The three pieces

Chart of Accounts

The list of every account in your books. Pre-seeded, so you can post from day one.

Admin → Chart of Accounts → Accounts

Account mapping

Points each transaction type at the right GL account from your list.

Admin → Chart of Accounts → Mapping

Cost method

A reporting preference. Leave on Average cost unless told otherwise.

Admin → Company → Cost management

Add an account in 4 taps

On the Accounts tab, click Add account.
Enter a Name (e.g. Shop supplies).
Pick a Type and a Number (e.g. Expense, 6100).
Click Save. Then map it before anything posts to it.

Six account types

Asset · Liability · Equity · Income · COGS · Expense

Rundoo uses Income, not "Revenue," and keeps COGS as its own type so your gross margin stays clean.

Mapping changes look forward only. Editing a mapping affects new transactions, never your past records. To change one, click the row and pick a new GL account. Control account and Location stay locked.

Cost method does not drive your books. Your COGS and P&L always use the actual cost on the receipt. Check with your bookkeeper before changing it, and loop in your Rundoo guide with any questions.

Your books, ready from day one. · rundocs.com