Adding and editing accounts
How to add and edit accounts on Nexudus.
Last updated
How to add and edit accounts on Nexudus.
Last updated
You can ask Monika how to add an account
If the side menu is not visible, click .
In the side menu, click Finance.
In the Accounting section, click Chart of Accounts.
Click a resource tab to add an account to. You can add accounts to the following resources:
Products
Plans
Booking rates
Passes
Click Add account.
In the Name text box, type a name for your account. The system uses account names to filter certain reports.
In the Description text box, type information about the account to help you identify it.
In the Code text box, type a unique identification code. Nexudus uses this code to select and locate accounts in external accounting software.
From the Account Type drop-down list, select one of the following:
Sales
Payments
Deposits
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.
Click Save.
Alternatively, you can also add an account by going to Settings > Billing and Accounting > Accounts, clicking Add account and following the steps above.
You can edit all created accounts in Settings.
In the side menu, click Settings.
In the Billing and Payments section, click Billing and Accounting.
From the list of tabs, click Accounts.
From the list of accounts, select the account you want to modify.
Edit any details of the available text boxes and drop-down lists.
Click Save changes
You can delete your account in Settings.
In the side menu, click Settings.
In the Billing and Payments section, click Billing and Accounting.
From the list of tabs, click Accounts.
Do one of the following:
From the list of accounts, click the account you want to delete and click Delete.
Click Yes to confirm the deletion.
If the side menu is not visible, click .
If the side menu is not visible, click .
Click , then click Delete.
