Skip to content
AR Edara website

Creating a New Account

Last updated:

As your business grows and expands, you may need to add new accounts or account groups to organize financial transactions and support new company activities or branches.

Creating a New Account

  • Go to the “Accounting” module.
  • Open the “Chart of Accounts” page.
  • Click on the “+” icon until you reach the group under which you want to add the account.
  • Click on “New Account”.
  • Enter the account details.
  • Click on “Save”.
Creating a New Account — Click on “Save”.

Note: The account will take the type of the group to which it belongs.

You can also create a group by following the same steps, then clicking on “New Node”, entering the group details, and clicking on “Save”.

Creating a New Account — You can also create a group by following the same steps, then clicking on “New Node”, entering the…

Frequently asked questions

What type does a new account take?

The account will take the type of the group to which it belongs.

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

Chart of stock items Creating a chart of stock items (classifications) When dealing with a large number of items in the warehouses, you may find it difficult to organize them or access them… Chart of accounts Creating and Editing Treasury, Bank Account, or Visa Account When you need to record and follow up on different financial transactions, you can create a treasury, bank account, or… Chart of accounts Creating Accounts Group When you need to add a new classification, you can create a new account group within the Chart of Accounts. Chart of accounts Controlling Editing Bank Fees When Paying a Sales Order You can control whether bank fees can be edited when paying Sales Orders, especially if these fees are specified in the…