Accounts

Chart of accounts in Omnibasis
Use the chart of accounts in omniBooks to record and categorize your transactions, and generate reports.  omniBooks lets you create a default chart of a...
Fri, 21 Apr, 2023 at 5:19 PM
Account information in your chart of accounts
Every account in your omniBooks chart of accounts has several key information details which you can use to learn more about the account. 1. Code E...
Fri, 21 Apr, 2023 at 5:21 PM
Create An Account
Use omniBooks accounts to manage and track financial transactions and rewards all in a single place. All of Omnibasis solutions are integrated with omniBook...
Fri, 21 Apr, 2023 at 5:20 PM
Enable payments to an account
You can enable accounts so they can be selected to record payments on invoices, bills, and other transactions. Note: you can record payments on transact...
Fri, 21 Apr, 2023 at 5:47 PM
Manage Accounts
Navigate to omniBooks \ Ledger Accounts  to manage all your ledger accounts. Use option dropdown to View ledger account, View Transactions for the accou...
Fri, 21 Apr, 2023 at 5:29 PM
Ledger Account Statements
You can configure Omnibasis to create periodic statements for an account with omniBooks. General Statement Settings First, we need to configure the fre...
Fri, 21 Apr, 2023 at 5:18 PM
Digital Wallet Account Type
Omnibasis offer an integration with a number of 3rd party digital wallets. For example, Paypal account is a type of Digital Wallet. You need to configur...
Thu, 28 Oct, 2021 at 6:46 PM
Account Timeline
Use Account timeline to view a sequence of events associated with an account. Timeline will automatically will capture important events associated with ...
Mon, 27 Jun, 2022 at 10:55 AM