Accounts
Omnibasis Account Management focuses on ledger accounts, providing a comprehensive solution for tracking financial transactions and maintaining accurate records. Users can efficiently manage debits and credits, monitor account balances, and generate detailed reports.
Chart of accounts in Omnibasis
Use omniBooks' chart of accounts to categorize transactions and generate reports. Create a default c...
Account information in your chart of accounts
Each account in your omniBooks chart has key details: a unique code (up to 10 characters), a name (u...
Create An Account
Manage and track financial transactions and rewards in one place with omniBooks accounts. Create a n...
Enable payments to an account
Enable accounts for recording payments on invoices and transactions in omniBooks by editing the Ledg...
Manage Accounts
Navigate to omniBooks > Ledger Accounts to manage your ledger accounts. Use the dropdown to view or ...
Ledger Account Statements
Configure periodic statements in omniBooks by setting frequency and delay under the Statements secti...
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