This page provides an ERP implementation chart of accounts (COA) template in Excel, in both a dynamic reporting version and an ERP‑ready flat‑file version.
Download a professional, software-agnostic universal chart of accounts in .xlsx format.
The first version: dynamic reporting framework
This version is engineered to be user-expanded. It utilizes a hierarchical logic that allows senior accountants to define custom sub-ledgers while maintaining IFRS and GAAP compliance.
The second version: ERP-ready & plug-and-play
The second version is a "machine-ready" dataset featuring a flat-file structure. It includes a relational parent-child ID column and explicit account type identifiers (summation vs. posting) to ensure 100% data integrity during system migration.
Universal compatibility & systems integration
This plug-and-play version is software agnostic but specifically optimized for seamless mapping into Tier 1 and Tier 2 ERP systems, including NetSuite (CSV import), SAP S/4HANA (G/L master data), Oracle, and Microsoft Dynamics 365.
Technical specs: hierarchical 3-tier numbering; Dr/Cr normal balance indicators; .xlsx / CSV compatible.
| Attachment | Size |
|---|---|
 uni-coa-basic-26.xlsx | 23.76 KB |
| uni-coa-basic-26-plug-and-play.xlsx | 26.03 KB |