{"id":24269,"date":"2024-06-12T13:31:10","date_gmt":"2024-06-12T11:31:10","guid":{"rendered":"https:\/\/docs.prim.io\/modules\/finance\/settings-finance\/accounts\/"},"modified":"2024-06-12T13:31:13","modified_gmt":"2024-06-12T11:31:13","slug":"accounts","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/finance\/settings-finance\/accounts\/","title":{"rendered":"Accounts"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"\u041d\u0430\u0441\u0442\u0440\u043e\u0439\u043a\u0430 \u0438 \u0443\u043f\u0440\u0430\u0432\u043b\u0435\u043d\u0438\u0435 \u043d\u0430 \u0441\u043c\u0435\u0442\u043a\u0438 \u0432 Prim.bg\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/XCpFItV5QxE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n<p><\/p>\n\n<p>This interface is used to create and configure accounts. On the screen you see Heather (1) and List (2).<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1918\" height=\"872\" src=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/cash.png\" alt=\"\" class=\"wp-image-20811\" srcset=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/cash.png 1918w, https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/cash-768x349.png 768w, https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/cash-1536x698.png 1536w\" sizes=\"(max-width: 1918px) 100vw, 1918px\" \/><\/figure>\n\n<p>In the Header, you see the <span class=\"btn icon-plus-circled\">Add<\/span> button to add an account.<\/p>\n\n<p>The list consists of the different accounts.  <\/p>\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>Column<\/td><td>Description<\/td><\/tr><tr><td>Type<\/td><td>Account type (cash\/bank account\/virtual account)<\/td><\/tr><tr><td>Currency<\/td><td>Account currency (can be multi-currency)<\/td><\/tr><tr><td>Account<\/td><td>  Account Name<\/td><\/tr><tr><td>Bank<\/td><td>To which bank is charged<\/td><\/tr><tr><td>IBAN<\/td><td><\/td><\/tr><tr><td>Company<\/td><td>To which company it refers<\/td><\/tr><tr><td>Prefix numbering<\/td><td>Account prefix numbering<\/td><\/tr><tr><td>Start number<\/td><td>The initial account number<\/td><\/tr><tr><td>MOL account<\/td><td>Persons responsible for the account<\/td><\/tr><tr><td>Status<\/td><td>Active\/Archived<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p>You can perform the following actions on the list:<\/p>\n\n<ul><li>Rights settings &#8211; set the rights;<\/li><li>Edit &#8211; edit the account<\/li><li>Activate\/Archive &#8211; activate\/archive the account;<\/li><li>Delete &#8211; delete the account.<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>This interface is used to create and configure accounts. On the screen you see Heather (1) and List (2). In the Header, you see the Add button to add an account. The list consists of the different accounts. Column Description Type Account type (cash\/bank account\/virtual account) Currency Account currency (can be multi-currency) Account Account Name [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23642,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Accounts - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/finance\/settings-finance\/accounts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Accounts - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"This interface is used to create and configure accounts. 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