Site Accounts: Create

Core settings for site accounts at each site are inherited from the corresponding account in the company-wide chart of accounts. Therefore a site account can only be created for a site if the corresponding accounts exists within the chart of accounts. 

Site accounts can be created in one of two ways: 

• Creating A Site Account For All Sites
• Creating A Site Account For An Individual Site 

Creating A Site Account For All Sites

If a new account has been created within the chart of accounts (as covered Here), you can add the corresponding site account against all sites at the same time. To do so: 

• Head to Company Settings> Accounts Setup > Chart Of Accounts. 
• Locate the required account and select [EDIT]. 
• Select the Site Accounts tab. 

All sites within the company are listed. To add a corresponding site account for the sites listed, either: 

• Select [CREATE SITE ACCOUNT] against the relevant site(s) to create for individual sites.
• Select [CREATE MISSING SITE ACCOUNTS] to create for all sites within the company. 

Note that if the [CREATE SITE ACCOUNT]is not shown against a site, the site already has a site account associated with this chart account. 

Creating A Site Account For An Individual Site 

To create a site account within a sites list of site accounts whist logged into individual site:

• Head to Company Settings> Accounts Setup > Site Accounts. 
• Select [NEW ACCOUNT]. 

Within the New Account page: 

• Account: Select the account from the list. This lists all accounts in the chart of accounts that aren't yet associated with the site as a site account. 
• Include In Safe Counts: If the selected account is a Cash type account, select this if the account can be selected when declaring a safe count as part of the Revenue Management module. 

Select [SAVE]. 

Depending on the account type, it may be possible to assign additional site-specific settings against the account now that it is created. For more information on additional options available, Click Here.