Creating financial accounts

How to group different income sources on Nexudus. 

About accounts in Nexudus

Accounts are groups of records that list all the items that are similar to each other. You can group the different income sources in your space. For example, you could have an account for flexible plans, another for permanent desks or passes, and so on. You can use accounts to generate more accurate reports available on your Nexudus user account or if you want to export data to external accounting software. Nexudus uses the account code that you configure to identify the records in the external system.

You can use accounts to group the following resources:

  

Adding an account 

How to add and edit accounts on Nexudus.

  You can ask Monika how to add an account

  1. If the side menu is not visible, click .

  2. In the side menu, click Finance.

  3. In the Accounting section, click Chart of Accounts.

  4. Click a resource tab to add an account to. You can add accounts to the following resources:

    • Products

    • Plans

    • Booking rates

    • Passes

  5. Click Add account.

  6. In the Name text box, type a name for your account. The system uses account names to filter certain reports.

  7. In the Description text box, type information about the account to help you identify it.

  8. In the Code text box, type a unique identification code. Nexudus uses this code to select and locate accounts in external accounting software.

  9. From the Account Type drop-down list, select one of the following:

    • Sales

    • Payments

    • Deposits

  10. Optional: If you manage more than one space, select the space to which you want to add the account from the Location drop-down list.

  11. Click Save.

new_chart_of_accounts.png
Adding a new account
 

Alternatively, you can also add an account by going to Settings > Billing and Accounting > Accounts, clicking Add account and following the steps above.

To edit an account

You can edit all created accounts in Settings.

  1. If the side menu is not visible, click .

  2. In the side menu, click Settings.

  3. In the Billing and Payments section, click Billing and Accounting.

  4. From the list of tabs, click Accounts.

  5. From the list of accounts, select the account you want to modify.

  6. Edit any details of the available text boxes and drop-down lists.

  7. Click Save changes

edit_accounts.png
Edit an existing account
 

To delete an account

You can delete your account in Settings.

  1. If the side menu is not visible, click .

  2. In the side menu, click Settings.

  3. In the Billing and Payments section, click Billing and Accounting.

  4. From the list of tabs, click Accounts.

  5. Do one of the following:

    • From the list of accounts, click the account you want to delete and click Delete.

    • Click , then click Delete.

  6. Click Yes to confirm the deletion.

delete_account.png
Deleting an existing account
 
 
 
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