FAQs
The Account Types are Financial Accounts category, they could be: Bank Accounts, Current Asset Account, Current Liability Account, Depreciation Account, Dir...
Fri, 15 Jul, 2022 at 12:05 PM
To Set up Tax Rates, go to Settings cog > Accounts > Tax Rates > + New Tax create the Tax Rate and Save.
Tue, 11 Apr, 2023 at 12:02 PM
To add Items, just go to the Web Portal, CRM > Accounts > Items > New Item A new item can be created when creating an invoice in the Web P...
Sat, 16 Jul, 2022 at 5:23 AM
Account Code is a unique code or description of your account.
Fri, 15 Jul, 2022 at 12:07 PM
To edit Tax Rates, go to Settings cog > Accounts > Tax Rate > Edit
Tue, 11 Apr, 2023 at 12:07 PM
You can edit Items in the Web Portal by going to CRM > Accounts > Items. Then select the Item which you want to edit and click Edit.
Tue, 11 Apr, 2023 at 12:08 PM
To delete Tax Rates, go to Web Portal > Settings cog > Accounts > Tax rates then select which tax rate you want to delete then check the box of th...
Fri, 15 Jul, 2022 at 12:20 PM
You can delete Items by going to CRM > Accounts > Items then choose the item you wish to remove and click on the checkbox and then select action then ...
Tue, 11 Apr, 2023 at 12:11 PM
Account Description is a description of how the account should be used.
Fri, 15 Jul, 2022 at 12:08 PM