4. New Account - Revision history

Angelica at 17:45, 18 December 2014

2014-12-18T17:45:57Z

Angelica at 17:53, 16 December 2014

2014-12-16T17:53:47Z

Simon@erpoz.com: /* Overview */

2014-11-20T05:56:25Z

‎Overview

Omer Farooq: Created page with "= Overview = '''New Account''' '''New Account - Do you know how to setup a new account for your Chart of Accounts?''' * Select '''Accounts''' Module. * Select '''Account'''..."

2014-09-15T14:14:50Z

Created page with "= Overview = '''New Account''' '''New Account - Do you know how to setup a new account for your Chart of Accounts?''' * Select '''Accounts''' Module. * Select '''Account'''..."

New page

= Overview =

'''New Account'''

'''New Account - Do you know how to setup a new account for your Chart of Accounts?'''

* Select '''Accounts''' Module.
* Select '''Account''' button.
* In Account Window select '''Account Type''' from the drop down '''E.g. Expense, Accounts Payable , etc.'''
* In the '''Account Name''' field, type the name that you want to give to this account.
* Tick '''Is Header''' if it is a Header Accounts means have multiple sub accounts linked with this account.
* Tick '''Allow Expense Claim''' if Expense Claim is allowed on this account.
* '''Sub Account 1''', you can enter the sub account of the main account.
* '''Sub Account 2''', will create sub branch of '''Sub Account 1'''.
* '''Sub Account 3''', will create sub branch of '''Sub Account 2'''.
* Enter '''Account No'''.
* Select '''Tax Code''' for this account.
* Write '''Account Description'''.
* '''Bank Account Details''' will become active only if the account type is '''Cheque or Saving'''.
* '''Account Tree View''' will show you the tree structure that you have created.
* Tick '''Active''', to make this account active
* Click '''Save''' to Create the account.

← Older revision		Revision as of 17:53, 16 December 2014
Line 1:		Line 1:
−	~~= Overview =~~
−
	'''New Account''' Test		'''New Account''' Test

@@ Line 1: / Line 1: @@
-'''New Account''' Test
+'''New Account'''
 '''New Account - Do you know how to setup a new account for your Chart of Accounts?'''
@@ Line 7: / Line 7: @@
 * In Account Window select '''Account Type''' from the drop down '''E.g. Expense, Accounts Payable , etc.'''
 * In the '''Account Name''' field, type the name that you want to give to this account.
-* Tick '''Is Header''' if it is a Header Accounts means have multiple sub accounts linked with this account.
+* Click '''Is Header''' if it is a Header Accounts means have multiple sub accounts linked with this account.
-* Tick '''Allow Expense Claim''' if Expense Claim is allowed on this account.
+* Click '''Allow Expense Claim''' if Expense Claim is allowed on this account.
 * '''Sub Account 1''', you can enter the sub account of the main account.
 * '''Sub Account 2''', will create sub branch of '''Sub Account 1'''.
@@ Line 17: / Line 17: @@
 * '''Bank Account Details''' will become active only if the account type is '''Cheque or Saving'''.
 * '''Account Tree View''' will show you the tree structure that you have created.
-* Tick '''Active''', to make this account active
+* Click '''Active''', to make this account active
 * Click '''Save''' to Create the account.