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Add or Edit an Account in Your Chart of Accounts

Add or Edit an Account in Your Chart of Accounts

Add an Account  

The process of adding a general ledger account is different to Add a BankCredit Card or Paypal Account

  1. in the Settings menu, select Account Settings. 
  1. Click on the Chart of Account under Organization
  1. Click on the Add New Account drop-down button and select Add Account option. 
  1. Enter the required information of your Account (Link). 
  1. (Optional ) Select the: 
    • Show on Dashboard Watchlist checkbox: If you want to show this account on your Clickentry Dashboard.  
    • Enable payments to this account: If you need to record payments from this account(Link). 
    • Corporation Tax: What is this? 
  1. Click on the Save button. 

Edit an Account  

You can make some limited changes to locked and system accounts. 

  1. in the Settings menu, select Account Settings. 
  1. Click on the Chart of Account under Organization
  1. Find the account you want to edit. 
  1. Click on the Account Code of the account or Edit link. 
  1. Update the required information in the account components. 
  1. (Optional ) Select the: 
    • Show on Dashboard Watchlist checkbox: If you want to show this account on your Clickentry Dashboard.  
    • Enable payments to this account: If you need to record payments from this account(Link). 
    • Corporation Tax: What is this? 
  1. Click on the Save button. 

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