How to add an account

Accounts can be assigned to activities, products, memberships and items to allow a payment gateway to assign an order to an appropriate bank account.

1. Go to Settings > Feature choices and tick the Dashboard - Settings - Financial - Accounts box.

2. Click Update settings.

3. Go to Settings > Financial > Accounts > Add account.

4. Enter a Name and Code. 

5. Click Update account. 

5. You can add account codes to activities, memberships, products or EPOS intergrated systems individually or at the same time:

To assign all account codes at the same time go to Settings > Till & admissions > Till price look-up codes. 

To assign account codes individually please read below: 

1. Activities: Go to Settings > Activities > Click on an activity to open it up > Click the Financial green cross symbol > Choose an account from the drop-down box.
2. Memberhips: Go to Settings > Memberships > Click on a membership to open it up > Choose an account code from the drop-down box.
3. Products: Go to Settings > Till & admissions > Till products > Click on a product to open it up > Choose an account code from the drop-down box.
4. EPOS intergration: Go to Settings > Financial > Payment options > Electronic point of sale > Choose an account code from the drop-down box.