Adding a Chart of Account in Cloudpital is a simple process that can be completed in just a few steps.
Step One:
- First click on Others=>Accounts.
- When we click the screen should navigate to the “Accounting Module ” menu. In this screen click on the Chart of Accounts.
- Click on “Chart of Accounts” and then select “Add New Account.”
- Enter the Account Type ,Name ,Code Description and select the Save button.
- Click on save the Record saved Successfully
Step Three:
- If you want to assign a parent account to the new account, first check this “Make this a sub-Account” then select the parent account from the dropdown menu. Enter the account Code and description, if desired. Click “Save” to add the new account to your Chart of Accounts.
It’s important to keep your Chart of Accounts up-to-date and accurate, as it helps you track your financial transactions and make informed business decisions. With Cloudpital, adding new accounts to your Chart of Accounts is quick and easy, allowing you to stay on top of your finances with minimal effort.
