Summary
Learn how to create a new general account in Box + Dice for your accounting needs.
Note: You must have admin-level access to set up a general account.
Overview
Setting up a general account in Box+Dice allows your agency to manage banking details for accounting purposes, such as commission payments or settlements. This is typically done when onboarding a new office or updating financial records.
To create a new general account:
- Go to: Settings > Accounting > Accounts
- Click + ADD NEW in the top right corner
- Tick the Type button to General
- Enter all mandatory fields, which are marked with a red asterisk:
- Account Name
- Account BSB
- Account Number
- Bank Name
- Bank Code
- Branch
- Office
- Click Save