Tutorial for General Account Operation

Add a general account

Path: [Capital] - [Account]

There are two types of accounts: general account and online account.

Click on "Add General Accounts” to perfect the account information, and then just click on "Save".

Business Scenarios: Modification of settlement accounts is an indispensable function of daily business.

Function Description:

1. Modification of the current account balance will affect the initial balance and the capital flow.

2. Modification of the system- preset settlement accounts is not supported.

Delete account

Path: [Capital] - [Account]

Click on "Delete" on the right side of the account after entry of the list.

Business Scenarios: Settlement accounts need to be deleted when they are inadvertently added by mistake in daily business.

Function Description:

1. At the time of deleting settlement accounts, all the relevant documents of business occurred should be deleted first, including the check of 6 modules: sales orders, sales tickets, receipts, purchase orders, payment orders as well as income and expenses statements.

2. At the time of deleting settlement accounts, if "Business has occurred, so the deletion is not allowed” is prompted, it means that not all business documents have been deleted.

3. Deletion of system-preset data is not supported.