Creating new accounts from journal adjustments

We recently added the ability to create new accounts from journal entries. This has been on the request list for quite some time. Now when you are creating a journal adjustment and a new account is required you have the option of adding a new account for each section as follows:

Clicking the account dropdown for journal entries lists existing accounts or you may select "+ Add Account" to create a new account. In this case we have created two new accounts, one in Inventory and one in the Accounts Receivable section: 

Note that in the TB only the account code and name will appear until the journal is approved and posted:

Have more questions? Submit a request


Powered by Zendesk