Creating Bank Accounts

The functionality of Bank Accounts

Create and manage several bank accounts together. You can add more accounts to your bank accounts page other than petty cash and savings.

Creating a new Bank Account

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

From the form select Assets Bank & Cash. When you select this, automatically a field for account number and name of the bank will be created. Fill these fields with necessary information.

Hit Add Account when done.

add bank account

Now go to WP Admin Dashboard → WP ERP → Accounting → Bank Accounts and scroll down to see that the account has been displayed.

bank account new ac

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