Introduction

The Accounts page is a configuration page used to manage internal purchase accounts and payment accounts. These accounts help ensure that all financial transactions are properly categorized.
The page is divided into two sections: Purchase and Payment. You can switch between these sections using the tab bar located at the top-right panel.

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Purchase Account

Before managing purchase accounts, ensure you are in the Purchase section.

How to Add New Account

Add Master Account

1. Click the + Account button.
2. Select the Master Account.
3. A pop-up form will appear. Complete all required fields.
   • Property : Select the property where the account will be stored.
   • Account Type : Choose between Expanses or Management Free.
   • Account Name and Code : Enter the name and code of the account.
4. Click + Master Account to save and add the new account to the list.

Add Sub Account

1. Click the + Account button.
2. Select the Sub Account.
3. A pop-up form will appear. Complete all required fields.
   • Property : Select the property where the account will be stored.
   • Account Type : Select the account type between Expanses or Management Free.
   • Master ID : Select the corresponding Master Account from the list.
   • Account Name and Code : Type the account's name and code.
4. Click + Master Account to save and add the item to the list.

How to Edit Account

Edit Master Account

1. Choose the item you want to change. Click the three-dots icon (⋮) at the right side.
2. Select Edit.
3. A pop-up form will appear. Modify the necessary fields.
4. Click Save Changes to save and apply the changes.

Edit Sub Account

1. Click the arrow beside the master account to expand its list of sub accounts.
2. Choose the sub account you want to update, then click the three-dots icon (⋮), at the right side.
3. Select Edit.
4. A pop-up form will appear. Modify the necessary fields.
5. Click Save Changes to save and apply the changes.

How to View Account's Detail

View Master Account's Detail

1. Select the account and click the three-dots icon (⋮) on the right.
2. Select View Detail.
3. A pop-up will display the full details of the selected master account.

View Sub Account's Detail

1. Click the arrow to expand the master account and display its sub accounts.
2. Select the desired sub account, then click the three-dots icon (⋮).
3. Select View Detail.
4. A pop-up will display the full details of the selected sub account.

How to Delete Account

Delete Master Account

1. Select the account you want to remove, then click the three-dots icon (⋮).
2. Select Remove.
3. A confirmation pop-up will appear. Click Delete to proceed or Close to cancel.

Delete Sub Account

1. Click the arrow to expand the master account. It will shows you a list of the sub account.
2. Select the sub account, then click the three-dots icon (⋮).
3. Select Remove.
4. A confirmation pop-up will appear. Click Delete to proceed or Close to cancel.

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Payment Account

Before managing payment accounts, ensure you are in the Payment section.

How to Add New Account

1. Click the + Account button.
2. A pop-up form will appear. Enter the Account Name.
3. Click + Payment Account to save and add the item to the list.

View Account's Details

1. CSelect the account you want to review, then click the three-dots icon (⋮).
2. Select View Detail.
3. A pop-up will appear displaying the full details of the payment account.

Edit Account

1. Choose the item you want to change. Click the three dots button (⋮) at the right side.
2. Select Edit.
3. A pop-up form will appear. Update the Account Name as needed.
4. Click Save Changes to apply the updates.

Copy Account

You can use Copy to All to replicate account settings across your properties.

1. Click the three dots button (⋮) at the right side of the item you want to copy.
2. Select Copy to All Properties.
3. A confirmation pop-up will appear. Click Copy to continue the process or Close to cancel.

Delete Account

1. Select the account you want to delete, then click the three-dots icon (⋮).
2. Select Remove.
3. A confirmation pop-up will appear. Click Delete to proceed or Close to cancel.