Assigning a Main Account for a Client
The system allows you to link each client to a specific main account within the chart of accounts. This ensures accurate accounting allocation and organized financial management.
Steps to Assign a Main Account for a Client
From the main menu, click on “Accounting“, then go to “Accounts Settings” from the dropdown menu.
Click on “Accounts Routing“.
In the “Client” section, select the routing type “Specify a main account per each“.
Creating a Main Account Manually
Go to “Chart of Accounts” from the “Accounting” dropdown menu, then click on “Add Account“.
Enter the required details to add the account, then click “Save”.
Now, when adding a new client, the user will be able to directly link them to the main account previously created in the chart of accounts.
To do this, go to “Clients” from the dropdown menu, then select “Add New Client“.
In this way, the newly added client is directly linked to the predefined main account in the chart of accounts, ensuring the unification and coordination of all related financial transactions.