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- Find your Charts of Accounts (COA) in PSL+ by navigating to the GL Menu and clicking Chart of accounts List.
- In another window, log in to DPO.
- Download the excel file template from your DPO Book by navigating to Admin and clicking Import.
- Download the excel file. There will be a tab on the excel file for you to add your chart of accounts.
- *The Parent Account is optional but you will need the Account Name and Account Code.
- Once this has been completed, send this to support@sargent-disc.com and they will be able to load the COA file.