Account Master Help Guide
How to Create/Modify/Delete Account Master in Chanakya ERP
Create Account Master
- Click on Account Master in Accounts Menu to open account master option shown below.
- Enter/select appropriate value in field shown in above image.
- Description of each field is given below. (fields name marked with * are mandatory field.)
- Account Name (*): Enter the account name.
- Account Group (*): Select account group as accounting norms.
- for create Sub/Secondary Account Groups click on "+" symbol besign account group field or press "F12" key on account group to open account group creation window.
- Contact Person : Enter contact person name.
- Address : Enter address.
- City : Enter city name.
- Pin Code : Enter 6 digit pin code.
- District : Enter district name.
- State (*): Select correct state name.
- GSTIN: Enter 15 digit valid GSTIN. To Check GSTIN on GST Server click on Search GST. (this is optional)
- Opening Balance : Enter opening account balance in Dr./Cr. of starting date from which you want to start accounting in Chanakya ERP.
- Status (*) : Select "Active" as status for create new account.
- Now Click on "Add" Button to create account.
- When account will successfully created then a message will appear like below image.
- Click on any button.
- Yes : To refresh account list
- No : Continue without refreshing account list.
Modify / Deactivate (Delete) Account.
- Click on Account Master in Accounts Menu to open account master option shown below.
- Double click on account which you want to modify or deactivate from the list as shown in above image. account can be also searched through search account option.
- Then change the value as per requirement/need.
- To deacticate Accounts
- Status (*) : Select "Deactive" as status for deactivate accounts for transaction & reporting.
- Click on Save Button to save the changes.
- When account will successfully created then a message will appear like below image.
- Click on any button.
- Yes : To refresh account list
- No : Continue without refreshing account list.
Author : Mr. Dhiraj Kumar
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