Creating Bank Accounts

Create and manage several bank accounts together. You can add more accounts to your bank accounts page other than petty cash and savings.

Step: 1

Go to WP Admin Dashboard → WP ERP → Accounting → Chart of accounts and click on Add New.

Step: 2

Select Bank from the dropdown and give a name.

Step: 3

Finally, hit the ‘Save’ button to get it done.

Now go to WP Admin Dashboard → WP ERP → Accounting → Bank Accounts to check whether the account has been displayed.

That’s how you can create bank account in WP ERP Accounting module.