Overview: The financial accounts section within the Configuration module enables operations managers to efficiently manage income and expense categories, ensuring accurate financial tracking and reporting. By configuring financial accounts, users can centralize financial information, streamline processes, and maintain full traceability of modifications.
Start from: The Analytics dashboard.
Navigate to Configuration > Financial accounts.
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Creating a financial account
Select New at the bottom of the grid to create a new financial account.
Enter the account Code to uniquely identify the account.
Select the corresponding Category from the dropdown menu.
Define the account Type, if applicable.
Customize the account Name in different languages if required.
Select Accept to save the new financial account.
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Locate a financial account
By using the tools at the top of the grid, you can locate an account to edit or remove it:
The Language dropdown allows you to search for names in a particular language.
The Type dropdown allows you to narrow down the search by Accounts or Groups.
You can also use the Search in the table function to find a specific name on the grid.
Edit a financial account
Once you locate the desired account, select Edit next to the account.
Modify the necessary fields, such as the Code, Category, Type, or Name.
Select Accept to apply and save the changes.
Deleting a financial account
Once you locate the desired account, select Delete.
Confirm the action in the popup window.
The account is now removed from the list.