CloudMA ERP allows users to efficiently manage their financial accounts, including viewing account history, editing details, and deleting accounts when necessary. This guide provides a step-by-step explanation of these functions.
To manage your accounts:
Navigate to the Accounting Module.
Click on All Account List from the side menu.
You will see a list of all accounts with details such as Account Number, Name, Initial Balance, Current Balance, and Group.
To check the transaction history of a specific account:
Locate the account you want to view.
Click the Action button next to the account.
Select Account History from the dropdown.
A detailed transaction history will be displayed.
To modify account details:
Click the Action button next to the account you wish to edit.
Select Edit from the dropdown.
A form will appear where you can update the Account Name, Group, or any other details.
Once updated, click Save.
If you need to remove an account:
Click the Action button next to the account you want to delete.
Select Delete from the dropdown.
A confirmation message will appear.
Click Yes to permanently delete the account.
Warning: Deleting an account is irreversible. Ensure that the account has no pending transactions before proceeding.
Note: Only admin users or authorized personnel can edit or delete accounts.