Formitize Help Desk

To add new accounts, go to CRM>Click Accounts> +New Account. Fill out the required fields then save.

Account Code is a unique code or description of your account.  

The Account Types are Financial Accounts category, they could be: Bank Accounts, Current Asset Account, Current Liability Account, Depreciation Account, Dir...

Account Description is a description of how the account should be used.

Account Name is a short title for your account.

Account Tax Treatment determines whether you add new tax or existing tax on sales at 10%.

The Accounts Module tracks the list and status of all Leads, Quotes, Invoices and Payments 

The Account Settings in the Management Portal, Settings cog > Accounts