Adding a New Money Account

Keeping track of your money and where it goes is important! IndicaOnline is aware of this and has a great feature to do so.

Accounts allow you to have a main account for each shelf you have with IndicaOnline. It also gives you the flexibility to create several "wallets' (accounts) under that particular account/shelf to better manage your money.

To create an account do the following:

1 Click on Config.

2 Click on Accounts.

3 Click add Account.

 You will then be presented with a pop-up window:

1- Select the type of account you are creating

• Cash Account: This is what you want to create for your cash operations. 

• Credit Account: If your shop accepts debit/credit this is the option you will select in order to keep track of that particular account. **Keep in mind that in order to process debit/credit cards directly with IndicaOnline POS,  you must have an integrated merchant account that communicates with authorize.net

• CC Terminal: This option is if your shop accepts debit/credit using a third party terminal (e.i. square). This option will help you keep track of your external accounts when using a CC Terminal.

2- Account Name: You can have alphanumeric numbers in this field. (i.e. below you will see I used Chase 2545 as an example. I used the name of the bank and the last four digits of the account I am creating)

3- Opening Balance: This is the amount of money you are starting with. This number can be a zero as well. 

4- Office Access: This is where you grant access to a specific or multiple offices you have within IndicaOnline.