The Accounts page displays all bank and credit card accounts set up for your properties. From here you can view account balances, add new accounts, and manage account settings.

Each account listed on this page shows the account name, account type (Operating, Miscellaneous, or Credit Card), and the current balance. Use the property selector at the top to filter accounts by hotel.

Clicking on an account will open the Register page for this account.

1. Navigate to Accounting > Accounts.

2. Select the property the bank account belongs to from the EHID dropdown in the top left.

3. Click Add Account or Credit Card Account.

4. Enter the account details including the account type, account number, Bank Name and Address, Opening Date.

5. Assign the appropriate Chart of Account (COA) for the account.

6. Click Save.

To edit an existing account, click on the account name to open its Register. From the Register for that account, click the triple-dot menu> Edit Account. Within Edit Account you can:

• Update the account name or description.

• Enable or disable the account.

• Add a Digital Signature

Disabling an account hides it from the Register and other transaction pages but does not delete any existing transactions.

If you are subscribed to Advanced Accounting, the Right side of the Accounts page will have additional information as it relates to the bank sync feature.

For more information about Bank Sync features, see the article: Bank Sync