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NOTE: This help article refers to Easify Version 3 which is no longer supported.

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Accounts

In easify when we talk of 'Accounts' we always refer to actual accounts such as Current Account, Cashbox, Till, Loan Account etc... and not accounts as in 'I am always behind in doing my accounts.'.

When you install Easify you are given a default set of accounts that is intended to suit many small businesses. 

You can view your accounts in Easify via the Finances->View Accounts... menu.



This simple view shows you all of your accounts, along with their present balances. Here you can see the default set of accounts that is created for you by default.

Accounts are used in Easify when taking payments for orders, or when making payments for purchases. When taking payments for an order money will (usually) move into an account, when making a payment for a purchase money will move out of an account.

Accounts are also used when dealing with cashing up discrepancies on tills. By default Easify creates a Discrepancies account, any discrepancies found when cashing up a till will be automatically transferred to or from the discrepancies account.

You can use the Easify cashbook to view the various transactions that flow into and out of your various accounts.


Adding Accounts

To add a new account click the Add New Account button in the Accounts window.



In the Add New Account window enter the name of your new account, select the type of the account and set an opening balance for the account if necessary.

Click OK to create the new account.

 
 

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