CiuisCRM: Accounts

Accounts:

1. You can find the "Account" menu by hovering over "Finance" from the top bar:

Create Accounts :

1. To add a new account, click on “New Accounts”.

For Cash Account:

1. Set the "Toggle" button as shown to create a Cash Account.

2. Click on "Add" button the "Cash Account" is created.

For Bank Account:

1. Set the "Toggle" button to “Bank” as shown below.

2. Enter the Bank details of your account.

3. Click on "Add" button to add your bank details.

Update Accounts :

1. To update the your click on particular account you want to update.

2. Once you click on the account you have the view page of account as shown below .

3. To update the account click on "Update icon" on the header.

4. A right-slider opens which allows you to edit your account details.

5. Make the account "Active" . Click on "Update" button. Your account is updated.

Quick Transfer :

1. To transfer the funds from current account to another account. Click on the "Transfer" icon from the header.

1. Choose the account name from the drop-down

2. Enter the Amount filed to enter the fund to be transfer.

3. Click on "Transfer" button.