The Technical Side of COA Design

This webinar is part of the M360 COA Masterclass, a 3-part educational series on Chart of Accounts redesign. It can be attended individually or as part of the full series bundle.

A Chart of Accounts is more than a coding structure. The way it is designed influences reporting, system performance, budgeting workflows, and how information is managed across departments. Bringing these elements together into one framework is complex, and each design choice directly affects how efficiently data moves across your finance environment.

This session will focus on the technical drivers of COA design including system requirements, reporting needs, and integrations. We will share insights on how to assess system configurations, understand feature dependencies, and engage vendors in productive conversations. We will also explore how to document reporting trees and hierarchies to clarify data flow, and how to design a COA that supports multiple platforms without being tied to any single system.