Used in modules:
Chart of accounts, Dashboard (company)
FAQ / How to create a new cor. account in the chart of accounts?
General ledger → Chart of Accounts
Fill in the fields:
- "Code" – enter a new code for the corresponding account.
- "Name" – enter the name for the corresponding account.
- "Dependency" – summary corresponding account. Click the "pencil" icon and select a code from the chart of accounts.
- Is reserve – check the box if quantity-based tracking of materials/inventory is conducted in this account. If only summary inventory tracking is used, leave the box unchecked.
- Calc. currency fluctuations – check the box if the account is used for transactions in currencies other than Euros.
- Advance reports – check the box if advance reporting is conducted in this account.
- After registering the corresponding account, click "Save".
