Adding and editing accounts

How to add and edit accounts on Nexudus.

Adding an account

To add an account

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.

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.

Editing an account

You can edit all created accounts in Settings.

To edit an account

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 an existing account

Deleting an account

You can delete your account in Settings.

To delete an account

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.

Deleting an existing account