Difference between revisions of "4. New Account"
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'''New Account - Do you know how to setup a new account for your Chart of Accounts?''' | '''New Account - Do you know how to setup a new account for your Chart of Accounts?''' | ||
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* In Account Window select '''Account Type''' from the drop down '''E.g. Expense, Accounts Payable , etc.''' | * 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. | * In the '''Account Name''' field, type the name that you want to give to this account. | ||
| − | * | + | * Click '''Is Header''' if it is a Header Accounts means have multiple sub accounts linked with 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 1''', you can enter the sub account of the main account. | ||
* '''Sub Account 2''', will create sub branch of '''Sub Account 1'''. | * '''Sub Account 2''', will create sub branch of '''Sub Account 1'''. | ||
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* '''Bank Account Details''' will become active only if the account type is '''Cheque or Saving'''. | * '''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. | * '''Account Tree View''' will show you the tree structure that you have created. | ||
| − | * | + | * Click '''Active''', to make this account active |
* Click '''Save''' to Create the account. | * Click '''Save''' to Create the account. | ||
Latest revision as of 04:45, 19 December 2014
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.
- Click Is Header if it is a Header Accounts means have multiple sub accounts linked with 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.
- 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.
- Click Active, to make this account active
- Click Save to Create the account.
