If you are using Sage Cloud Accounting and are allocating transactions the chances are that you would have to add a new account category to your list of accounts. It can be a very challenging and time-consuming process to exit your transaction screen and add an account category to your list of accounts.
Sage has come up with a few solutions to help you deal with this. I want to show you a quick method of adding an account in Sage Accounting without leaving the current transaction screen. This can help a Sage user to save time and be more productive.
Adding a new account without leaving the banking screen.
I am processing a transaction and found when categorising the expense that I don’t have this particular expense. I don’t have to leave the screen, all I have to do is go to the account lists and add a new account to complete the processing.
I can go directly to the top of my expense drop-down list. Select add new. Then I can create a new account by giving it a description and select the category to which the account belongs as described above. This account will automatically be selected to complete this transaction.
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