Creating a New Account in the Chart of accounts

Go to WP Admin Dashboard → WP ERP → Accounting → Chart of accounts and click on Add New. 

Adding a New Account

If you want to add a new account to your assets, liabilities or other sectors, just press Add New. WP-ERP uses a unique code against all accounts so that there are never any errors.

When creating a new account, please make sure you have selected the chart correctly. Otherwise, it can jeopardize your entire system.

add account

Activating / Deactivating an account

Click on the Edit button to the right side of an account. The accounts marked as “System Account” cannot be edited or deleted.

Select Active or Inactive from the Status drop-down menu and press update.

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