Assigning and managing financial accounts

In Nexudus you can link goods and services to specific accounts

Linking plans, resource prices, passes and products to accounts 

You can group the different income sources in your space by linking an account to a resource that you sell.

  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 link an account to. You can link accounts to the following resources:

    • Products

    • Plans

    • Booking rates

    • Passes

  5. In the Accounts column, click Change.

  6. From the Accounts drop-down list, select an account to link to a product. You receive a system message confirming a successful link.

set_accounts.png
Linking inventory to accounts
 
 

Number

Description

1

The Change button.

2

The Accounts drop-down list.

Viewing accounts in reports

How to view accounts on your reports.
 

Reports you generate in your Nexudus user account include data from the resource accounts that you use.

Learn more about reports here.

You can access the Reports section from the dashboard side menu.

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

  2. In the side menu, click Reports.

The KPIs and Finance categories include reports that filter the data by accounts.

report_kpi_revenue.png
Viewing KPI report filtered by accounts
 
 

Number

Description

1

The KPIs folder

2

The report filtered by accounts

 
report_kpi_finance.png
Viewing Finance reports filtered by accounts
 
 

Number

Description

1

The Finance folder

2

The reports filtered by accounts

Finding an invoice line without an account and how to fix it

How to add an account to a sale after you have issued an invoice. 

Accounts help you organise your bookkeeping by grouping resources that are similar to each other. If you find a line on an existing invoice that doesn't have an account associated with it, you can assign an account to it with the following procedure.‌

To add an account to a paid invoice

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

  2. In the side menu, click Finance.

  3. In the Invoicing section, click Invoices.

  4. From the list of paid invoices, select the invoice.

  5. On the right side of the form, click next to the invoice line with the missing account.

  6. From the Financial account drop-down list, select an account to assign.

  7. Click Save changes.

Adding an account to a paid invoice
 
 
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