I am using ealsuite for managing my company’s finances and operations. My company has two branches, both branches use the same version and configuration.
However, I have encountered a problem with the ‘Account’ option while making customer payments. In my first branch, when I select a customer and click on ‘Account’, I can see the ‘petty cash’ option automatically. This allows me to record the cash payments easily. But in my other branch, when I do the same thing, I cannot see the ‘petty cash’ option under ‘Account’.
I don’t understand why this is happening. Is there a setting or a feature that I need to enable to make the ‘petty cash’ option visible in the other branch? Or is this a bug in the software?
Thank you for your question The reason why you are seeing this difference in the ‘petty cash’ option is because of the way ealsuite creates the ‘petty cash’ account. In the first branch, the ‘petty cash’ account is automatically created once you onboard. This makes it the default account for customer payments, so you can see it automatically under the ‘Account’ option while making payments. However, in the other branches, the ‘petty cash’ account is not automatically created, so you have to create it manually before making the payments.
To create the ‘petty cash’ account in the other branches, you need to go to the ‘banking’ section under the ‘Accounting’ module. There, you can create any account you need, including the ‘petty cash’ account. Once you create the account, you can select it from the drop-down list under the ‘Account’ option when making customer payments.