ORALZY
How-to

Books ke Chart of Accounts me naya account kaise banaye?

Insights → Books → 'Chart of Accounts' → '+ Add Account'. Code * (jaise 1101), Name * (jaise 'Petty Cash – Reception'), Account Type * (Asset / Liability / Equity / Income / Expense), Normal Balance * (Debit ya Credit), Parent code (optional), Description → 'Save'. Account apne type ke group me dikhne lagta hai.

Where in ORALZY: Insights → Books · Mobile: Books screen, CoA tab

Normal Balance: asset aur expense ke liye Debit, liability / equity / income ke liye Credit. Wahi code pehle se ho to 'code already exists' aata hai. Code aur type baad me nahi badalte — Edit me sirf Name, Parent code, Description aur Active badal sakte ho. Sirf owner / admin bana sakte hain. Upar 'Filter by code or name…' box se account dhundho. Chart khaali ho to '🌱 Seed Default CoA' dabao — 62 standard dental clinic accounts ban jaate hain aur pehle se bane account nahi chhede jaate (pehli bill / payment post hone par bhi ye apne aap ban jaate hain). Mobile par 'CoA' tab hai.

Quick steps

  1. Insights → Books → 'Chart of Accounts' tab kholo
  2. '+ Add Account' dabao
  3. Code, Name, Account Type aur Normal Balance bharo
  4. Zaroorat ho to Parent code aur Description bharo
  5. 'Save' dabao

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