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Accounts

Posted
Updated
ByLakshmi Kammara

Navigation

  • Click Master Data from the top navigation menu.
  • Select Accounts under Users.

How To Enable

1. Enable Company Setting

  1. Go to Administration → My Company.
  2. Open Company Settings.
  3. Enable Finance.
  4. Save the changes.

2. Enable Role Permission

  1. Go to Master Data → Users.
  2. Open the required user.
  3. Go to Role and Permissions.
  4. Enable Manage Finance.
  5. Save the changes.

Accounts

  • The Accounts module is used to maintain the master records of organizations and entities that interact with the business.
  • An account can represent different types of entities, such as:
    • Customer
    • Employee
    • Referrer
    • Supplier
  • Account details are used throughout the application for various business activities, including ticket creation, project assignment, invoicing, purchase orders, and other transactions.

New Account

To create a new account in the system, follow these steps:

  1. Click the “+” button to open the New Account form.
  2. Select the Account Type from the dropdown, such as Employee, Customer, Dealer, or Distributor.
  3. Enter the required account details.
  4. Complete the relevant sections of the form with the required information.
  5. Click Save to create the account.

The New Account form is divided into the following sections, where you can enter and manage the relevant account information:

  • General – Enter the basic account and contact details, including Account Type, Account Name, Contact Name, Country, State, Credit Code, Address, City, Pin Code, Email, and Phone Number.
    You can also add a shipping address for the account. If the shipping address is the same as the account address, select Add same address in shipping.

  • GST Info – Enter the account’s GST and tax-related details, such as GST information and other applicable tax details.

  • Payment Info – Enter the account’s payment-related details, including payment methods and applicable payment terms.

  • Other Info – Enter any additional information related to the account that is not covered under the other sections.

  • Stores List – View and manage the stores associated with the account, where applicable.

  • Accounting Years – Manage the accounting-year-related details associated with the account.

Save – Click Save at the top-right to create the account or save changes made to an existing account.

Close (X) – Click the X button to close the account form without continuing.

View or Edit an Account

  • The Accounts List displays all the accounts available in the system.
  • Use the available search and filter options to locate a specific account.
  • Click the dropdown for the required account and select View/Edit.
  • The account details can be viewed or modified as required.
  • Update the required information and click Save to apply the changes.

Quick Access

  • Click the ✓ icon next to an account to directly access the Tasks and Tickets associated with that account.
  • Click the Green shop icon next to an account to directly access the Records associated with that account.
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