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Each ledger has a chart of accounts: the list of GL (General Ledger) accounts that Hyperline uses when posting journal entries. Your accounting rules reference accounts to determine which account receives each debit or credit. Two places in the app deal with accounts, and they do different jobs:
  • Accounting > Settings > Chart of accounts is where you manage accounts: add, edit, delete, or sync them from your accounting provider. It lists each account’s type, code, name, and all-time balance.
  • The Ledger tab is where you read them: balances, movements, and the financial report exports.

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Default account sets

When you create a ledger, Hyperline can pre-populate its chart of accounts with a standard set of accounts matching your chosen accounting standard: You can modify these defaults at any time. Default account sets also come with a matching set of default accounting rules pre-configured for those accounts.

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Account types

Hyperline supports the following GL account types:

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Add an account

Go to Accounting > Settings > Chart of accounts and click Add account.
Each account requires:
  • Code: a unique identifier within the ledger (e.g. 4000, 706100)
  • Name: a descriptive label (e.g. “Subscription Revenue”)
  • Type: one of the account types listed above

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Edit an account

Open the account’s actions menu (⋯) and click Edit. You can change the code, name, and type of accounts created in Hyperline. You can’t edit accounts imported from your accounting provider.

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Delete an account

Open the account’s actions menu (⋯), click Delete, and confirm. You can’t delete imported accounts.
You can’t delete accounts with existing journal entry lines.

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Sync accounts from your accounting provider

You can pull an existing chart of accounts directly from the provider instead of creating accounts manually.
The Sync accounts from button (followed by your provider’s name) only appears once you have connected an accounting integration. Go to Settings > Integrations to connect your provider first.
Go to Accounting > Settings > Chart of accounts and click Sync accounts from followed by your provider’s name. Hyperline fetches the current chart of accounts from the provider and imports the accounts into your ledger. Supported providers for account sync are Xero, QuickBooks, Exact Online, Pennylane, NetSuite, Rillet, Zoho Books, Campfire, and DualEntry. You can then reference these accounts in your rules and map them to Hyperline’s standard account roles (accounts receivable, revenue, deferred revenue, etc.).

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Use synced accounts in rules

After syncing accounts from your provider:
  1. Review the imported Code, Name, and Type values.
  2. Open Accounting > Settings > Accounting rules.
  3. Select the synced accounts in your rule mappings, such as Revenue Account, Deferred Revenue, Accounts Receivable, Bank / Cash, or Clearing Account.
  4. Add rule filters when the account should only apply to specific products, currencies, countries, billing intervals, coupons, payment providers, payment methods, or bank accounts.
  5. Save the rule and retry or resync any integration issues that were waiting on account mapping.
Syncing accounts from your provider ensures that account codes match exactly, which is required for journal entries to post correctly in your external accounting software.
If an account does not appear after syncing, check that the account is active, available for the relevant entity, and visible to the role or user connected to Hyperline.

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Browse account activity

Balances and movements live on the Ledger tab, the default landing page of the Accounting section. The chart of accounts settings page shows each account’s all-time balance but not its movements. The tab is an expandable list with one row per account. Collapsed, a row shows the account code, its name, and its closing balance for the selected quarter. Expanding a row reveals:
  • Opening balance: the balance carried into the quarter
  • The debit and credit movements posted during the quarter
  • Closing balance: opening balance plus the period’s movements
  • A View journal entry lines button, which opens the account’s journal entry lines for that quarter
Above the list, you can select the quarter, filter by account Type, and search by code or name. You can order accounts by Code or by Name.

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Export financial reports

From the Ledger tab, the Export dropdown produces three reports based on the currently selected quarter:
Exports run in the background. The file downloads automatically once it’s ready, and you can also find it under Reports > Exports.