Create a Custom Account
Learn how to create a custom account in nBanks.
Company A wants to create an expense control account for its sales department. With this feature, the company can create a cash flow to manage the inflows and outflows of money for this department.
Step 1
In the My Companies area, select the desired company.
Step 2
In the Financial Management area, select the Custom Accounts tab.
Step 3
Select the Add Custom Account option.
Step 4
Fill in the fields to customize the account according to the intended use:
- Account Name;
- Account Type (Escrow Account, Time Deposit, Loan, etc.);
- Currency;
- Available Balance;
- Initial Accounting Balance.
Step 5
Click Create.
And that's it! You have just added your first custom account in nBanks. You can now start benefiting from faster and more efficient team and department management.