How to Create Account Setting

This video will show to users how to Create Account Setting

Navigate to Inventory, Account Settings, Create New.
Fill in the mandatory info, i.e. Name, Type, Currency, Journal, Tax Applicable.
Assign accounts to the settings.

STEP-BY-STEP:
1. Go to Inventory menu
2. Select Account Settings
3. Click Create New button at the bottom right side
4. Fill in the mandatory info, i.e. Name, Type, Currency, Journal, Tax Applicable, etc.
(mandatory fields in red color or marked with red x)
5. Assign the appropriate account to each setting for the respective type of transactions’ accounts’ posting.
(Types: Sales, Purchase, Inventory, and Expense).
6. Click Save button when done. Saved account settings are shown on the table on the left side.
7. Click on one of the saved account settings line to view or edit the settings. Click Save button when done.
8. For newly created account settings, user need to add them to the Account Categories.
Right click on the newly created account setting line on the table on the left side, and choose option “Add A/C Setting to All Account Categories”.
Click Yes button to proceed.
9. User able to delete an account setting that have not been used in any master or transaction.
Click on one of the saved account settings line to be deleted, then click the Delete button.