How to review, add, or copy financial accounts in Koble?

 

Key Steps

1. Reviewing Financial Accounts:

   • Go to the All tab on the home screen.

   • Click on Financial Accounts under the financial section.

   • Use the list view to search or review accounts.

   • Click on a specific account to open and make edits.

2. Creating a New Account:

   • Click the plus button to add a new financial account.

   • Follow the guide on the right side to fill in details like category, account number, and classification.

   • Discard or delete accounts as needed.

3. Setting Up View:

   • Switch to the data grid view for a preferred layout.

   • Right-click on the header to select columns to display.

   • Customize column order by dragging them to desired positions.

4. Editing and Copying Accounts:

   • Open an account to edit details like account number and label.

   • Use the more menu to copy an account.

   • Adjust details for the copied account and save changes.

Cautionary Notes

• Ensure accuracy in account details to avoid financial discrepancies.

• Review changes carefully before saving to prevent errors.

• Consult with a CPA for verification and validation of account information.

Tips for Efficiency

• Utilize the list view for quick account reviews.

• Follow the guide for creating new accounts to ensure completeness.

• Customize data grid view for a preferred account display.

• Use the copy function for duplicating accounts with similar details.

• Regularly review and update accounts to maintain accuracy.

 

Link to Loom

https://www.loom.com/share/1be5a1f252ac42bcb14aa6b626f46d5b