How to add an account on chart of accounts

Use this guide to create a new account in the Chart of Accounts in Raad ERP.

Go to: Accounting > Chart of Accounts > Add Account

Step 1:Open Chart of Accounts

From the main menu click Accounting. Select Chart of Accounts. Click Add Account.

Step 2: Select Account Type

Choose the account type: Assets, Liabilities, Equity, Revenue, Expenses.

Step 3: Account Code (Optional)

System may auto-generate account code based on type: Assets – 1000 to 1999, Liabilities – 2000 to 2999. You can use the default code or enter a custom code if required.

Step 4: Account Name

Enter the Account Name. If Arabic name is required, click the Translation icon on the right side. The Arabic name will appear automatically.

Step 5: Parent Account

Select the Parent Account under which this account should be created. Example: Select an Asset group if creating an asset account.

Step 6: Account Level

Select the account level if applicable: Store Level or Parent Level.

Step 7: Save Account

Review all entered details. Click Create Account to save.

After saving, the account will be available in transactions and reports.