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How to create "Accounts" in ProcureDesk?
How to create "Accounts" in ProcureDesk?

If your ProcureDesk account is not integrated with an ERP system. This guide covers the steps to add account details manually and in bulk.

Updated over 3 months ago

Prerequisites

  • Admin access to ProcureDesk.

Step-by-Step Instructions

Method 1: Manually creating an Account

  1. Switch to Admin Profile

    • Navigate to the "Accounting" module.

  2. Create Hierarchy Value

    • Click on "Create Hierarchy Value".

  3. 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.

  4. 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

  1. 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.

  2. Can I delete an account?

    • Yes, but only if it is not associated with any transactions.

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