Add Revenue Accounts

Overview

In order to keep better track of your revenue, you can separate it into different categories – Revenue Accounts; often called Chart of Accounts.

  1. Log into the OfficeRnD Flex Admin Portal
  2. Navigate to the Settings module and select Billing/Accounts

Step-By-Step Guide

1. Log into the OfficeRnD Flex Admin Portal at https://app.officernd.com/

2. Click on the Settings module

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3. Click on Billing

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4. Click on (Revenue) Accounts tab

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5. Revenue Account Overview

There you will find 4 predefined default revenue accounts, each is indicated with a lock icon.

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6. Click on Add account

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7. Enter a Name for the Account

Name with which the new account will appear

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8. Enter a Unique code (Optional)

Can be used as an identifiable code for the account

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9. Enter a Description

Enter a description for the account

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10. Set Color for the Account

This is the color with which the account will appear in an invoice

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11. Select from the available Tax Rates (if applicable)

Tax rate that will be applied to the new account.

Note: Before a tax can be selected it has to be created in the Tax Rates tab, which is next to the Accounts tab.

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12. Click on Add to create the account

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