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Q:

How to Organize Financial Transactions with Payment Accounts?

  • Ratnakar GK
  • Sep 24, 2024

1 Answers

A:

To Organize Financial Transactions with Payment Accounts in Refrens, follow the steps given below:

  • Open your Refrens account
  • Navigate to Accounting > Bank & payments > +New Payment Account
  • Now, you can add three types of accounts, Bank account, employee account, other account. The following is the example of adding a Bank account
  • Select Bank Account and press continue
  • Input the required details
  • You can opt to link the account to an existing ledger
  • To add Employee account, Select employee account
  • Input the employee details
  • Opt to link the account to either an existing ledger or a new ledger
  • To add other accounts, select other account
  • Input the required details
  • You can also link this to an employee or a bank account
  • Click on Add account
  • To get a detailed overview of all the accounts, navigate to the payment account dashboard
  • shailendra jadhav
  • Sep 25, 2024

0 0

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