Prerequisites
Admin access to ProcureDesk.
Step-by-Step Instructions
Method 1: Manually creating an Account
Switch to Admin Profile
Navigate to the "Accounting" module.
Create Hierarchy Value
Click on "Create Hierarchy Value".
Fill Required Fields
Enter the necessary details such as:
Parent Level: Specify the parent category if applicable. Generally, make sure to select "Account Name" in the Parent level field.
Name: Name of the account.
Acc code: Unique/accounting code for the account.
Save Account
Click "Create Hierarchy Value" to add the account details.
Method 2: Bulk Import Option
Accounts can be imported in bulk using a CSV file.
At the bottom, click on Import Value and download the sample CSV, fill in the details, and import the filled-in chart of accounts' CSV file.
FAQs
What if I make a mistake while adding an account?
You need to deactivate the account where you made a mistake and create a new account.
Can I delete an account?
Yes, but only if it is not associated with any transactions.