How to create a cash account

Steps

1. Open Cash Accounts.
2. Use More on the page and choose Add.
3. Fill in name, account type, currency, opening balance, opening date, status, and similar fields.
4. Set whether to include in totals according to the requirement, then save.
5. You can also click AI chat in the top right. For AI staff, choose Accounting, create a conversation, then click Confirm. Tell the AI the cash-account information and let the AI add it.

![Cash Accounts]

Done when

The new account appears in the list, and balance and type show correctly.