Sales
How to add a new account?
- Click on “Finance” from the main dashboard.
- Click on “Chart of Accounts”.
- The system shows a chart of accounts on the left side and it shows the value of the balance of the primary and secondary accounts on the right side.
- Click on “Add Account”.
- Fill the required details of the account as below:
- : Select the type of account whether it is a main account or sub-account.
- Code: Enter the code of the new account. <The code cannot be duplicated with any other account>
- Name: Enter the name of the account.
- Main Account: Select the main account that will have the account inserted below it.
- Type: Type of the account whether it is Credit or Debit.
- Click on “Save”.