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FAQ
In this article, you will learn how to access and use your accounts list. There are several links to more detailed articles below.
Overview
To access your accounts list, navigate to:
Accounting -> Accounts -> Accounts List
Doing so will take you to the page shown in the screenshot above, where all your ledger accounts will be displayed, categorized under their respective header accounts.
Note that most of these accounts will already be set up by default when you first create your system.
Entering Opening Balances
If you have moved to Actionstep from another system, you will be able to add opening balances for each of the ledger accounts in the 'Accounts List'. For more information on how to do this, please see this article.
Adding new Ledger Accounts
You can create new ledger accounts to accommodate for bad debts, alternate currencies, or any other purpose you deem necessary. To find out how to do this, please see this article.