Skip to main content
Each ledger has a chart of accounts — the list of GL (General Ledger) accounts that Hyperline uses when posting journal entries. Accounts are referenced in your accounting rules to determine which account receives each debit or credit.

​
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:
StandardIncluded accounts
IFRSInternational template (1000s assets, 4000s revenue, 6000s expenses)
Local GAAPInternational template (same as IFRS)
US GAAPASC 606 revenue accounts with CECL allowance for credit losses (ASC 326)
UK GAAPFRS 102 naming (Trade Debtors, Deferred Income, VAT Output)
FR GAAPPlan Comptable Général codes (512000, 706100, 706200, etc.)
ManagementM-codes for ARR/MRR bucketing (new, expansion, churn)
ConsolidationMinimal set for intercompany and adjustment entries
Audit adjustmentSame as consolidation
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.

​
Account types

Hyperline supports the following GL account types:
TypeDescription
AssetCash, accounts receivable, and other resources owned
Contra AssetOffsets an asset account (e.g. allowance for doubtful accounts)
LiabilityDeferred revenue, tax payable, customer credits
Contra LiabilityOffsets a liability account
EquityRetained earnings, share capital
RevenueSubscription revenue, usage revenue, one-off fees
Contra RevenueDiscounts, refunds, promotional adjustments
ExpenseBad debt, payment processing fees

​
Add an account

Go to Accounting > Settings > 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

​
Edit an account

Click the edit icon next to any account in the accounts list. You can update the code, name, and type at any time.

​
Delete an account

Click the delete icon next to the account and confirm.
Accounts with existing journal entry lines cannot be deleted.

​
Sync accounts from your accounting provider

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

​
Use synced accounts in rules

After syncing accounts from your provider:
  1. Review the imported Code, Name, and Type values.
  2. Open Accounting > Settings > Rules.
  3. Select the synced accounts in your rule mappings, such as Revenue account, Deferred revenue, Accounts receivable, Cash / bank account, or Payment clearing account.
  4. Add rule filters when the account should only apply to specific products, customers, currencies, countries, billing intervals, coupons, payment methods, or provider 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.

​
Browse account activity

The chart of accounts view (Accounting > Ledger) lets you filter accounts by type and by quarter. Each row shows the period balance for the selected quarter. Click View journal entries on any account to drill into its journal entries for that period.

​
Export financial reports

From the chart of accounts view, the Export dropdown produces three reports scoped to the currently selected quarter:
ReportScopeFormat
General ledgerAll entries posted between the start and end of the selected quarterXLSX
Income statementRevenue and expenses for the selected quarter, in the ledger’s functional currencyXLSX
Balance sheetAll asset, liability, and equity balances as of the last day of the selected quarterXLSX
Exports run asynchronously. You will be notified in-app once the file is ready, and it will be available from Exports in the main navigation.