Knowledge

Account list 

Create a new account 

• Step 1. Go to Chart of Account menu under the Accounting module in the left sidebar
• Step 2. Click on the Add button
• Step 3. In the Account popup, fill in the following detail
  
  1. Select the Account type
  2. Select the Detail type. You can create a different detail type at the Account detail type page.
  3. Enter the account name
  4. Select the Parent account (optional) 
  5. Enter the Balance and as of (optional). Only specialized account types show this field.
  6. Enter the Description (optional) 
  If you want to enter the number for the account, and show the account number on the Chart of account , reports and transactions page, you must enable Enable account numbers and Show account numbers.
  

• Step 4. Click on the Save button 

Delete account 

Only accounts that are not the default account and have no related transactions can be successfully deleted.