Start from: The Analytics dashboard.
-
Navigate to Configuration > Financial accounts.
Creating a financial account
-
Select New at the bottom of the grid to create a new financial account.
-
Enter the account Code to uniquely identify the account.
-
Select the corresponding Category from the dropdown menu.
-
Define the account Type, if applicable.
-
Customize the account Name in different languages if required.
-
Select Accept to save the new financial account.
Locate a financial account
-
By using the tools at the top of the grid, you can locate an account to edit or remove it:
-
The Language dropdown allows you to search for names in a particular language.
-
The Type dropdown allows you to narrow down the search by Accounts or Groups.
-
You can also use the Search in the table function to find a specific name on the grid.
-
Edit a financial account
-
Once you locate the desired account, select Edit next to the account.
-
Modify the necessary fields, such as the Code, Category, Type, or Name.
-
Select Accept to apply and save the changes.
Deleting a financial account
-
Once you locate the desired account, select Delete.
-
Confirm the action in the popup window.
-
The account is now removed from the list.
