To add new accounts, go to CRM>Click Accounts> +New Account. Fill out the required fields then save.
Fri, 22 Apr, 2022 at 2:06 PM
Account Code is a unique code or description of your account.
Fri, 22 Apr, 2022 at 1:54 PM
The Account Types are Financial Accounts category, they could be: Bank Accounts, Current Asset Account, Current Liability Account, Depreciation Account, Dir...
Fri, 22 Apr, 2022 at 1:51 PM
Account Description is a description of how the account should be used.
Fri, 22 Apr, 2022 at 1:59 PM
Account Name is a short title for your account.
Fri, 22 Apr, 2022 at 1:57 PM
Account Tax Treatment determines whether you add new tax or existing tax on sales at 10%.
Fri, 22 Apr, 2022 at 2:01 PM
The Accounts Module tracks the list and status of all Leads, Quotes, Invoices and Payments
Fri, 22 Apr, 2022 at 1:50 PM
The Account Settings in the Management Portal, Settings cog > Accounts
Fri, 22 Apr, 2022 at 1:48 PM