How do I add a new Expense Account Type / Code? : Formitize Help Desk

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How do I add a new Expense Account Type / Code? Print

Modified on: Wed, 27 Nov, 2024 at 11:45 AM

To set up a new Account Type or Code, go to Web Portal > Settings cog > Accounts > Account Codes.

Click on the + New Account button, and a modal will pop up. Select Expense Account in the Account Type dropdown and then fill out the rest of the fields and Save.

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How do I add a new Expense Account Type / Code? Print

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