Accounts

Manage Accounts

1. Implement account management features in your Enterprise Software to maintain details of business accounts.

Add New Account Data

1. Navigate to the 'Accounts' tab in your Business Software.

2. Click on the 'Add Button' to initiate a new account setup in your Accounting Software.

3. Fill in the Required Data Fields: Input the necessary details for the new account in your Software Solutions, including:

   • Account Type: Choose from a list of account types available in your CRM Software.
   • Account Name: Specify the name of the account.
   • Account Number: Enter the unique account number.
   • Account Balance: (Optional) Provide the current balance of the account.
   • Opening Date: Set the opening date using the dd/mm/yyyy format.
   • Bank Name: Name the bank associated with the account.
   • IFSC Code: Provide the IFSC code for bank transactions.
   • SWIFT Code: (Optional) Include the SWIFT code if applicable.
   • Office/Company: Select the relevant office or company within your ERP Software.

4. Click the "Save" button to store the new account data in your IT Solutions.

Edit Account Data

1. Access the 'Accounts' tab within your Software Development platform.

2. Locate the account entry you wish to modify.
3. Click the 'Edit' icon to update account information in your SaaS (Software as a Service).

• Modify the required information in the provided fields of your Software Products.

4. Select "Save" to apply the changes in your Technology Solutions.

This structured approach ensures that managing accounts in your Custom Software is efficient, enhancing your overall Software Integration and functionality in a business environment.