SmartPro
نظام المالية

شاشة الدليل المحاسبي

1 min read#81

User Instructions:

  1. Chart of Accounts: - This section displays accounting accounts in a tree structure on the right side of the screen. - You can browse different accounts by clicking on the dropdown arrows to expand or collapse branches. - Use the search option to quickly find a specific account.
  1. Adding a New Account: - Click the "Add Account" button to add a new account. - Specify whether the new account will be a main or sub-account. - Enter the required details such as account number, name in Arabic and English, and others. - Select the linked main account if the new account is a sub-account.
  1. Editing and Deleting Accounts: - Right-click on the account you wish to edit or delete. - Choose "Edit" to modify the account details. - Choose "Delete" if you wish to delete the account.
  1. Other Options: - You can use the "View Guide" button to open a new window that displays all accounts in a separate screen. - Use the "Save" button to save the changes you have made. - Use the "Close Guide" button to close the guide screen when you are finished.
  1. Setting Properties: - Set the appropriate properties for each account such as account type, currency, level, income statement list, and budget type.
  1. Additional Notes: - Please ensure that information is entered accurately before saving changes. - Please use the "Help" option if you have any inquiries or issues.

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