How to create a new Account

Created by Lukas Christensen, Modified on Mon, 30 Oct 2023 at 11:32 AM by Lukas Christensen

  1. First, you need to go into settings, which you can find at the top right corner.

  2. Inside settings, select "Chart of accounts", which you can find under integration.

  3. Click on the blue plus icon.

  4. On the right side a pop-up will appear, where you can fill out the Name of the account, give it a Number, and select a Default VAT Code.

  5. When you have filled out the fields, then press on the blue create button at the bottom right.

  6. If you cant see the newly created account inside the system. Then you have to manually check the box under "Visible".

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