Enabling & using a Payment account or bank account

Venkatesh

Last Update 4 years ago

What are payment accounts in Yajamani POS?


Payment accounts are like for example bank account. You can transfer money from one payment account to another, deposit cash in a payment account, pay to a supplier, or deposit the amount received from a customer here.


Enabling Payment account


  • Go to Settings ->Business Settings -> Modules
  • Enable payment ‘Accounts’ option
  • Save it.
  • After saving you will see the “Payment accounts” option will be visible in the left navigation bar.


Payment account type & sub-type


  1. Go to Payment accounts -> List accounts -> Account Types
  2. Account type: to add an account type click on the Add button and enter the name of the account type and submit. Keep the Parent account type unselected.
  3. Sub-Account type: To add a sub-account type click on the Add button, enter the name of the sub-account type, and select the Parent-account-type.
  4. When creating an account you can select the account type as per your need.

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