Help Centre/Paycycle How To Guides/How To Guides

How to Add a New Account

James Knox
posted this on September 15, 2011 02:23 pm

This guide will demonstrate how to add a new account to your Chart of Accounts.
If you are unsure as to what the Chart of Accounts are, or you would like some further information on how to classify differnet account types, jump over to our FAQs section and see "What is a Chart of Accounts?" for some further information.

Step 1

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1. Click Settings
2. Click Chart of Accounts

Step 2

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1. Click +Add Account

Step 3

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1. Enter the Account Code
2. Enter the Account Name
3. Select the Account Type

Step 4

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1. Click Save

Step 5

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1. A confirmation message will be displayed once your new account has been successfully added.
2. Your new account will now appear under your Chart of Accounts.