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Creating a Custom Account

Features

How to use

Company A 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.

Step 1

In the My Companies area, select the company you want.

Step 2

In the Financial Management area, select the Custom Accounts tab.

Step 3

Select the Add Custom Account option.

Step 4

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

- Account Name;

- Type of Account (Escrow Account, Time Deposit, Loan, etc.);

- Currency;

- Available balance;

- Opening accounting balance.

Step 5

Click on Create.

And that's it! You've just added your first personalized account to nBanks. You can now start benefiting from faster and more efficient team and department management.

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