How to maintain chart
of accounts?
Go to the main menu and select “maintain” and then go to the
chart of accounts as shown in the image:
When you click on the chart of accounts the following window
will appear:
There are following spaces in which you have to provide
information. You have to mention account ID and description. Then provide the
account type which is most important.
You can save the following account types in the software,
so, that when you click on the arrow infront of the account type the following
account types will display, as shown in the image:
By clicking on this, you can select a particular account
type from the accounts you already saved in the software.
After giving all the required information, click on the “save”
button, as shown in the image”
There are following
options in this menu bar:
·
If you want to save the account, click on the “save”
button.
·
To delete an account click on the “delete”
button.
·
If you want to change the “account ID”, click on
the “change ID” button, when you click on the “change ID” button the following
window will appear:
Here you have to entre the current
account ID and then entre “new account ID”. After providing the information,
click on “ok” button the new account ID will save.
After that click on the “beginning balances”, when you click
on the beginning balances the following window will appear:
Here you will select the beginning period on which you will
start the transactions.
After selecting the beginning balances from the given list,
click on the “ok” button, it will save in this software as the beginning balance.
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