Head Accounts Form
HamaraCRM Help
Last Update 8 个月前
1. What is the Head Accounts Form?
Head Accounts refer to the categories under various transactions that are organized to provide a structured way of grouping similar types of transactions for reporting and analysis purposes.
The Head Account Form is used to categorize Head Account Names in the corresponding HA product.
Head Account Names are displayed in the Expenses Form, Cash Deposit Form, and Journal Form by selecting the relevant HA Product.
2. Perform the following Procedure to use the Head Accounts Form:
In the Account Menu, navigate to the "Head Accounts Form"
Click on Head Accounts Form
Enter The Head Accounts Name
Select HA Product Dropdown
Select the Status Active/Inactive
Click on Submit
A.Head Accounts Form
If Need to Edit Details Click on Edit in the Action column a POP-Up opens.
B. Head Accounts Form Edit
Conclusion:
The systematic organization of categories under various transactions serves to create a structured framework for grouping similar types of transactions, enhancing the efficiency of reporting and analysis.
Follow Product Form