How to add an account tag in REsimpli

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How To Create An Account Tag in REsimpli

1. To create an account from an account transaction, go to the left sidebar menu. 
  1. Click FINANCIALS → Bank Account. The list of the bank accounts will open.
  2. Select a bank account. The details of the bank will be displayed.
  3. Select the date. The transaction details will be opened.
  4. Click the “+ “ sign adjacent to Account.
  5. Fill out the Add Account Tag information.. Select from the drop-down lists.
  6. 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.

  1. Click to the FINANCIALS → Account Tag.
  2. Click Add New in the upper right section of the screen. A new window will open.
  3. 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.

End.