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How To Create An Account Tag in REsimpli
- Click FINANCIALS → Bank Account. The list of the bank accounts will open.
- Select a bank account. The details of the bank will be displayed.
- Select the date. The transaction details will be opened.
- Click the “+ “ sign adjacent to Account.
- Fill out the Add Account Tag information.. Select from the drop-down lists.
- Click the Add Account Tag button. Account Tag Added Successfully notice will pop up.
The newly added account will reflect in the Account section.
2. To create a new Account from the Account Tag page, go to the left sidebar menu.
- Click to the FINANCIALS → Account Tag.
- Click Add New in the upper right section of the screen. A new window will open.
- Fill out the information.
d. Click the Add Account Tag button. Account tag add successfully notice will pop up in the upper right section of the screen.