FAQs

How do I add new Chart of Accounts item?
To add new accounts, go to Web Portal CRM > Click Accounts > +New Account. Fill out the required fields then save.
Tue, 11 Apr, 2023 at 12:50 PM
How do I edit a Chart of Accounts item?
To edit Accounts, CRM > Accounts then click the Account you wish to edit. Make the necessary changes then Save the Account.
Tue, 11 Apr, 2023 at 12:53 PM