Manage your accounts effectively in Property Matrix through the Accounting > Accounts page.
Adding a New Account
Click the three-dot icon at the top-left corner of the Accounting > Accounts page.
Select New Account.
In the popup:
Select the Account Type.
Enter the Account Name and Account Number.
Choose which (or all) companies to link this account to (see Managing Separate Books by Company and Setting Operating Account for more information)
To make it a subaccount:
Check Is a Subaccount.
Choose the parent account from the dropdown.
Ensure the subaccount type matches the parent account type.
Click Submit.
Important: A warning will appear if account types do not match. Confirm parent account type by editing it before proceeding.
Editing an Existing Account
Select the desired account from the list, and click the three-dot icon at the top-right
Select Edit.
Make necessary updates and click Submit.
Deleting an Account
Select the account from the list.
Click the three-dot icon at the top-right and select Delete Account.
Note: Accounts cannot be deleted if they contain transactions or subaccounts.