How to Create Petty Cash Accounts for the Team Members

Objectives

• Create team members' accounts 

Steps

In LEXZUR, you can create accounts for every team member from the Billing Module.

Therefore, from the main menu, click on Billing  to open the Billing Module

Click on Configuration→ Chart of Accounts

This page lists all your accounts with their details, such as their types, balance, currency, and so on.

To add a new account, click on the Tools action, then "Add Account".

Fill out the required fields: 

1. Account Name: The name of the new account. 
2. Account Type: The type of the account in the system (it can be asset, Expense, Liability, Equity, or Income)
3. Account Number
4. Currency

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

Thank you!