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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. Accounts are referenced in your accounting rules 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 codes, names, and types only.
  • 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

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

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Delete an account

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

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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 > Chart of 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.).

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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 > 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, 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.

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Browse account activity

Balances and movements live on the Ledger tab, the default landing page of the Accounting section — not on the chart of accounts settings page, which shows no figures. 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 pick the quarter, filter by account Type, and search by code or name. Accounts can be ordered 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 asynchronously. You will be notified in-app once the file is ready, and it will be available from Exports in the main navigation.