Setting Up Money Accounts

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

With IndicaOnline you can have several specific accounts ("wallets") to pay for checked-in products. This will allow you to keep your offices organized when making payments to your vendors. 

To create a new account, click on Config - Accounts - Add Account

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

1- Select the type of the 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. 

• 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. 

When checking in a product you will be able to see the accounts available to pay to your vendor.

  Refer to the following article to get the information on the permissions your staff member must have to modify the accounts feature.

 Your feedback is important to us. If you have questions or concerns regarding this article, feel free to reach out to our tech support team.