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 a new Tax Rate, go to Accounts > Tax Rates > + New Tax. You can then enter the information for the Tax Rate that you want to attach...

To add Items, in the Web Portal go to Accounts > Line Items > + New Item. A new item can also be created when creating an invoice in the Web Porta...

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

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

You can edit Items in the Web Portal by going to the Accounts > Line 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 Accounts > Account Codes >...

To delete Tax Rates, in the Web Portal go to Accounts > Tax rates > select the checkbox for the Tax Rate that you want to delete. Click on the Action ...

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

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