Closing Accounts stage 2-3

Accessing Closing Accounts Stage 2-3

Navigate to the Settings section and under the System Setup Section click the “System Settings” Button. Then under the Accounts Section click the “Closing Accounts Stage 2-3" button.

Overview

The Closing Accounts Stage 2-3 module allows users to create and edit account stages used for closing jobs at the end of a financial period.

List Description

• Name – The name of the account stage.

• Account 1 – The first account linked to this closing stage.

• Account 2 – The second account linked to this closing stage.

How to Create a Closing Accounts Stage 2-3

1. Navigate to Closing Accounts Stage 2-3 in System Settings.

2. Click the ‘+’ button to create a new entry.

3. Fill in the Name, Account 1, and Account 2 fields. 

   • To view available accounts, refer to Chart of Accounts settings.

4. Select a Parent Entry (if applicable).

5. Click Save to confirm the entry.

How to Delete a Closing Accounts Stage 2-3

1. Select the entry you want to delete.

2. Click the Delete button.

3. Confirm the deletion in the pop-up dialog.

Where You Can Use This Feature

• Closing Jobs at the End of a Financial Period.

• Ensuring proper financial reconciliation by linking appropriate accounts.