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. It's managed from the Billing Module.

Open the Billing Module from the navigation menu

Under Configuration choose Chart of Accounts

All your financial accounts, whether they are default system accounts or those you create, including client accounts, supplier accounts, partner accounts, expense accounts, bank accounts, and more, can be managed and listed here. You can also add new accounts.

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!