Add or Edit an Account in Your Chart of Accounts
Add an Account
The process of adding a general ledger account is different to Add a Bank, Credit Card or Paypal Account.
- in the Settings menu, select Account Settings.
- Click on the Chart of Account under Organization.
- Click on the Add New Account drop-down button and select Add Account option.
- Enter the required information of your Account (Link).
- (Optional ) Select the:
- Show on Dashboard Watchlist checkbox: If you want to show this account on your Clickentry Dashboard.
- Enable payments to this account: If you need to record payments from this account(Link).
- Corporation Tax: What is this?
- Click on the Save button.
Edit an Account
You can make some limited changes to locked and system accounts.
- in the Settings menu, select Account Settings.
- Click on the Chart of Account under Organization.
- Find the account you want to edit.
- Click on the Account Code of the account or Edit link.
- Update the required information in the account components.
- (Optional ) Select the:
- Show on Dashboard Watchlist checkbox: If you want to show this account on your Clickentry Dashboard.
- Enable payments to this account: If you need to record payments from this account(Link).
- Corporation Tax: What is this?
- Click on the Save button.
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