Case study:

Company Alpha wants to create an expense control account for its sales department. With this functionality, the company can create a cash flow to manage the inflows and outflows of money from this department.

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Step 1:

Select the Company in which you want to include the personalized account;

Step 2:

Select the Financial Management functionality;

Step 3:

Select the Add account option and then click on Custom Account;

Step 4:

Fill in the account fields shown to customize the account according to how you want to use it;

Step 5:

Click on "Create" to generate your personalized account and start benefiting from faster and more efficient team and department management.