Settings — Chart of Accounts

Step by Step (Under Development)

Overview

A Chart of Accounts (COA) in the pharmaceutical industry is a structured list of all financial accounts used to record, track, and report financial transactions.
In SiCompounding, the Chart of Accounts supports financial visibility across areas such as:

• Research and Development
• Regulatory Compliance
• Product Licensing
• Operational and Pharmacy Costs

Any area within SiCompounding that requires a financial account will reference values from the Account value list maintained in the Chart of Accounts.

⚠️ Note: This feature is currently under development. Some functionality may be limited or subject to change.

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Step 1 — Open SiCompounding

1. Click the FileMaker Pro icon to open FileMaker.
2. When FileMaker opens, locate the left-side menubar and click SiCompounding (near the top).
3. Select Pharmacy to open the Dashboard.

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Step 2 — Navigate to Chart of Accounts

1. From the blue sidebar menu, select Settings (located at the bottom).
2. Under Finances, select Chart of Accounts.
3. The Chart of Accounts window opens, displaying a list of existing Pharmacy Accounts.

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Step 3 — Create a New Account (Under Development)

1. In the Chart of Accounts window, click + New Account.
2. A new account record opens.
3. Enter the required account information.
4. Click Submit to save your changes.

🚧 This functionality is currently under development and may not yet support all account attributes.

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Step 4 — Reset Accounts to Default Values

1. In the Chart of Accounts window, click Reset to Defaults.
2. An alert dialog appears with two options:
   • OK — Resets all account values to system defaults.
   • Cancel — Closes the dialog without making changes.

Use this option with caution, as it will overwrite existing configurations.

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Step 5 — Search the Chart of Accounts

• Use the Search bar in the upper-right corner of the window.
• Search by:
  • Name
  • Description
• Press Enter / Return on your keyboard to view results.

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Important Notes

The Pharmacy Settings section contains essential templates and default configurations and should be completed before using other areas within SiCompounding.

From Pharmacy Settings, you can manage:

• Product Settings
• Facility Areas
• Equipment
• Workflows
• Costs and Fees
• Lab Work
• COM Templates
• Notifications
• Integrations
• Automation Logs

Accurate setup of the Chart of Accounts ensures consistent financial tracking and reporting across all pharmacy operations in SiCompounding.

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This completes the overview for Finding the Chart of Accounts in SiCompounding.