Formitize User Guide

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

To Set up Tax Rates, go to Settings cog > Accounts > Tax Rates > + New Tax create the Tax Rate. You can then enter the information for ...

To add Items, just go to the Web Portal, Settings cog > Accounts > Items > New Item A new item can also be created when creating an inv...

Account Code is a unique code or description of an Account Type..

To edit Tax Rates, go to Settings cog > Accounts > Tax Rate > Edit. Make the edits to the Tax Rate, and then Save.

You can edit Items in the Web Portal by going to the Settings cog > Accounts > Items. Then locate the Item that you want to edit and select Edit.

Account Name is a short title for your account. This can be added when creating the account type and edited by going to the Settings cog > Accounts > ...

To delete Tax Rates, in the Web Portal go to the Settings cog  > Accounts > Tax rates > select the checkbox for the Tax Rate that you want to delet...

You can delete Items by going to the Settings cog > Accounts > Items then choose the item you wish to remove and click on the checkbox and then select...

Account Description when creating account codes / types, is a description of how the account should be used. This can be added when creating the account typ...