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
- Go to Payment accounts -> List accounts -> Account Types
- 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.
- 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.
- When creating an account you can select the account type as per your need.