Home / Blog / Adding a New Financial Account
Article
Share Post

Adding a New Financial Account

K. Romeo Aug 22, 2025
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. 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.