How to add an account in bank transactions with Sage Accounting

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. 

To read the blog post of this video.