Accounts
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
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
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
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
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
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
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
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
A ledger account for user credits or points balances is a specialized account within an Omnibasis omniBooks financial system. It tracks the issuance, redemp...
Thu, 5 Dec, 2024 at 4:43 PM