How to add accounts in a stand-alone organization
If you use ParishSOFT Accounting through a managing organization such as a diocese, you will want to see the instructions for How to add an account when part of a diocese
If your organization uses a standalone chart of accounts, you can use the following procedure to add a new account.
Accounts → New Account
- Fill in the Description field
- Choose the Account Type from the drop-down menu
- Complete the remaining fields
- Click Submit to save
If you have another account to enter click New Account and repeat the process.
Note: You must click New Account each time you want to create a new account.