How to Add a Bank or Cash Account in Qoyod: Account Branching, Activation Notes, and Training

Guidelines on How to Add a Bank or Cash Account in Qoyod

To be able to make payments and collect through them.

Procedures to Follow

If you have a cash, bank, or credit card account and want to add it to Qoyod, you can do so through the following steps

Navigate to the Chart of Accounts

1. Go to the Accounting section, then select Chart of Accounts.
2. Click on Add Account from the top.

Select Account Type

1. Choose the main account type, such as Cash in Treasury account.
2. If the account is at the third level or higher, the account type will be added automatically.

Enter Details

1. Register the account name in Arabic and English (for example, Muhammad’s Box).
2. The code will be determined automatically.
3. The description (if any) can be added.
4. Enable the option “Payment and collection can be made through this account” to be able to use the account for payment and collection.
5. Click on Save.

Additional Method

You can also add accounts by branching the account

1. Go to the account you want to branch (for example, Bank Cash account).
2. Click the + next to it.
3. Fill in the required data and enable the option “Payment and collection can be made through it” if you want to use it directly.
4. Click Save.

Training Course

You can view the training course that explains how to add a bank or cash account through the following link:
[Training Course – Add Bank or Cash Account]

Additional Notes

• Make sure to enable the option “Payment and collection” if you want to use the account directly for payment and collection.
• Adding a bank account is done as registering an account in the chart of accounts and not as an automatic connection with the bank for direct operations or automatic retrieval of transactions.

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