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CiuisCRM Documentation

4.2.1.How to create an account? #

Create Account:

  1. Accounts can be found under Finance in the main menu.

2. To add an new account, click on “New Accounts”

3. For Cash Account:

    •      Set the toggle button as shown to create a cash account.

For Bank Account:

    • Set the Toggle button to “Bank” as shown below. Enter the Account details and hit “Add”

4. For quick transfer of funds, click on the  icon.

5. Select a different account to which the funds have to be transferred to. Enter the Amount and hit .

6. The accounts log is displayed in the Account Activities.

 

Last updated on July 2, 2019
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