How to Manage Your Accounts

Objectives

• Add Accounts in the Billing Module
• Manage your Accounts

Steps

The chart of accounts in LEXZUR is where you can centralize all your accounts in the system. 

You can access it directly from the main menu, from the Billing module by simply clicking Billing→ Advanced→ Chart of Accounts. 

or from the Billing Module Menu:

Via the Tools button on the top right. you can Add an Account, and List the Clients, Suppliers, or Partners' accounts.

To Add Accounts, you must fill out the following:

• Account Name
• Account Type
• Account Number
• Currency

Account Types could be Asset, Expense, Liability, and so on.

This Chart of Accounts grid displays all your Account details, along with their balance.

You can from here view, edit, or delete accounts directly from the action wheel next to each account's name.

Chart of Accounts can also be viewed from the Billing Reports page, and you can export the list to Excel for the reporting purposes

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!