Creating new account

In order to create a new account, go to your project and click on Finances. In the right sidebar you will notice Accounts. Click on New.

finance accounts1.png

After that, provide a title of the new account, choose currency, attach some file if you wish to (like credit card screenshot). You can also pick a person assigned this account as well as add some description, but this is not mandatory.

finance new account.png

After it's done, click Save.

Was this article helpful? Yes  No
64 from 125 found this helpful