Transaction Accounts
The Transaction Accounts Page allows users to create and manage various types of accounts, including bank accounts, cash accounts, and safe accounts, while also providing a list of existing accounts.
Last updated
The Transaction Accounts Page allows users to create and manage various types of accounts, including bank accounts, cash accounts, and safe accounts, while also providing a list of existing accounts.
Last updated
To add a bank account, click 'Add Bank Account,' fill in the required details, and then save the information.
You can view bank account statements by selecting "View Details" and entering a date range.
To create a new cash account, click 'Add Cash Account,' complete the necessary information, and save the details.
To allow other staff to carry out transactions and view cash transactions using your cash account, you can add watchers. To do this, first click on the 'Accounting' drop-down menu, then select 'Transaction Accounts' and click on 'Cash Accounts'. Next, choose the 'Action' button and select 'View Details'.
To add watchers, click on the icon that is indicated by the arrow.
Watchers are authorized personnel who can carry out transactions and access cash transactions using another staff's cash account.
Select the staff member whom you want to assign as a watcher, and then save the changes.
To add a safe account, click 'Add Safe Account,' provide the required information, and save the details.
You can view safe account statements by selecting "View Details" and entering a date range.
