If the customer asks how to add an entity, employee name, customer, or vendor to an account in the chart of accounts, clarify that adding is not done directly from the chart of accounts, but from the module designated for each type, and it is automatically linked to the appropriate accounting account.
The General Rule
In Qoyod, you cannot add an entity or name directly to an account within the chart of accounts. Each type of entity is added from its dedicated module and is automatically linked to its accounting account:
1. Employees → Payroll Module
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Employees are added from the Payroll Module by clicking the + sign next to Employees and entering employee details.
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The employee is automatically linked to the Accrued Payroll Liability account defined in Payroll settings.
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Employees do not appear as standalone accounts in the chart of accounts.
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When creating a manual entry and selecting the Employee Liabilities/Accrued Payroll account, a field appears to specify the employee name.
2. Customers → Sales Module
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Customers are added from the Sales Module by going to Sales, then Customers, then Add Customer.
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The customer is automatically linked directly to the Accounts Receivable account in the chart of accounts.
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When creating a manual entry and selecting the Accounts Receivable account, an option appears to specify the customer name associated with the entry.
3. Vendors → Purchases Module
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Vendors are added from the Purchases Module by going to Purchases, then Vendors, then Add Vendor.
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The vendor is automatically linked directly to the Accounts Payable account in the chart of accounts.
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When creating a manual entry and selecting the Accounts Payable account, an option appears to specify the vendor name associated with the entry.
Important Note
You cannot create sub-accounts for Accounts Receivable or Accounts Payable manually because they are automatically linked to the system. If the customer wants to link an employee to an account other than the Accrued Payroll account (such as advance payments to employees), the alternative solution is to create a sub-account for each employee manually under that account.
