How to use an account

How to use an account

The account management function starts from the setting of the item. On the configuration page, open the edit form for the item to use the account management function. After that, if you select'Customer Management Function' in the category, this item will be transformed into an item that plays the role of managing the customer.

When there is a transaction related to this item, when entering the transaction, enter the name of the customer (person name or loan product name) in the'Item' field, and select the item from the left or right. Just write the name of the customer short and clear, and whooing will take care of the rest of the statistics.

When viewing statistics by customer, you can select the item in the transaction history and search it. When viewed, a button labeled'Item's customers' is activated at the top. If you open this button, you can see at a glance how much balance there is for each customer in the item. Another way to access this screen is to click on the item under Asset Liabilities.