How to add a directory account for customer/vendor

To add a directory account for customer/vendor follow these steps:

 

  1. In tab Accounting, click [Chart of Accounts]
  2. Click [Add Account on the Same Level] button
  3. An account form will be opened
  4. In order to create a directory account, apart from filling in the mandatory fields, the parameter Directory must be checked on the account form
  5. Click [Save] in the Account button group
  6. The account will appear on the chart of accounts
  7. When you try to issue any accounting document, upon selecting that directory account and specifying the customer/vendor name, the system will automatically create an account for that customer/vendor and will notify about this

 

How to add a directory account for customer/vendor