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Clear Books
A great product, easy to use and gives a good...
- The Pembrokeshire Tea Company LtdAdding new account codes
Steps
- Navigate Settings > Codes, click add
- Enter details of account code and click Create new account
Guide Information
- Difficulty: Beginner
- Estimated Completion Time: 5 minutes
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Requirements:
- Permissions to edit account codes
If the default account codes in Clear Books do not go into enough detail for your business then you can always add your own by following the instructions below.
Step 1.
Navigate “Settings > Codes,” click “add”.
Navigate To Codes
Add A New Account Code
Step 2.
Enter details of account code and click “Create new account”.
Add New Account Code Page
What the fields mean:
Account type: Select which category the new account code belongs in.
Associated VAT rate: Select the VAT rate to be used with this account code.
Show in Purchase lists: Shows the account code when explaining a transaction that is a purchase.
Show in Sales lists: Shows the account code when explaining a transaction that is a sale.
Show in Budget: Shows the account code when explaining a transition in a budget report.
If a new account code is successfully created “The account was added successfully” will appear.
Account Successfully Added Notification
