Creating Financial Accounts
With Pegasys, you can create different financial accounts to help manage your financial data.
Creating Financial Accounts
To create a new financial account, start by opening the 'Accounts' page. This page can be reached by clicking the settings icon on this navigation bar, selecting 'Company Settings', and then tapping 'Accounts' from the list on the left.
After the correct page is open, click the blue 'Create' button underneath the heading. Then, fill out all of the mandatory fields, which have been marked with a red asterisk. Then, click 'Create' to save the new record.
Creating Financial Accounts
To create a new financial account, start by opening the 'Accounts' page. This page can be reached by clicking the settings icon on this navigation bar, selecting 'Company Settings', and then tapping 'Accounts' from the list on the left.
After the correct page is open, click the blue 'Create' button underneath the heading. Then, fill out all of the mandatory fields, which have been marked with a red asterisk. Then, click 'Create' to save the new record.
Updated on: 07/28/2018
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