Procedural Note 45

Management Tab – Setup – Transaction Accounts

Here you can add, edit or mark your transaction accounts as inactive.

            1.      

a)    Edit your transaction account by double clicking on the record.

            

b)    Mark your transaction account as inactive by double clicking on the record and then ticking inactive and save.

c)     Add new transaction account by pressing + Add Record.

            2.     Enter/modify your desired account code, classification, description, who it should be disbursed to and whether it is GST applicable. Press save.