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

3. Click on Billing

4. Click on (Revenue) Accounts tab

5. Revenue Account Overview

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

6. Click on Add account

7. Enter a Name for the Account

Name with which the new account will appear

8. Enter a Unique code (Optional)

Can be used as an identifiable code for the account

9. Enter a Description

Enter a description for the account

10. Set Color for the Account

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

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.

12. Click on Add to create the account