Adding a New Financial Account

  To Add a New Financial Account  1. Mouse-Over on Payments Menu 2. From drop down, select New Financial Account 3. A new editable window opens up 4. Fill in the Name 5.

K. Romeo

Aug 22, 2025

~1 min read

Article

To Add a New Financial Account

1. Mouse-Over on Payments Menu

2. From drop down, select New Financial Account

3. A new editable window opens up

4. Fill in the Name

5. Select the Financial Account Type from the drop down menu

6. Fill in a Description

7. Click Submit

About the author

K. Romeo writes practical ERP and operational workflow guides for SMEs in trading, retail, and multi-branch businesses. The focus is always the same: reduce manual work, increase visibility, and protect margin.

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