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Create Menu - Transaction - Add Account

This page describes the 'Add Account' function on the Create menu in the Transaction record window. If you are using iOS or Android, the Add Account' function is on the + menu.

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The 'Add Account' function provides an easy way of creating a new Account record while looking at a Transaction. When you select the function from the Create menu (Windows/Mac OSX) or + menu (iOS/Android), the 'Account: New' window will be opened immediately. Enter the details of the new Account and click [Save] (Windows/macOS) or tap √ (iOS/Android). Please refer here for full details about the Account register.

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The Transaction register in Standard ERP:

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