FAQs
To add new Accounts, in the Web Portal , go to Accounts > Account Codes > + New Account. Fill out the required fields then save.
Wed, 27 Nov, 2024 at 11:41 AM
To edit Accounts, in the Web Portal , go to Accounts > Account Codes. Select Edit for the account code that you'd like to edit. Make ...
Wed, 27 Nov, 2024 at 11:43 AM
To set up a new Account Type or Code, go to Web Portal > Settings cog > Accounts > Account Codes. Click on the + New Account button, and a...
Wed, 27 Nov, 2024 at 11:45 AM
To change your default Tax Type from Tax Inclusive to Tax Exclusive. In the Web Portal, go to the Settings Cog > Accounts > Invoices > scroll down ...
Fri, 8 Nov, 2024 at 1:33 PM
In the Web Portal, go to Accounts > Account Codes > + New Account. In the popup, you can select one of the Assets account types in the Acc...
Wed, 27 Nov, 2024 at 11:49 AM