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COMAknowledge>Sales contracts>Add financial account

Add financial account

It’s easy to add one or more financial accounts to a new or existing contract.

How to add a financial account:

  1. Find the contract where you want to add a financial account
  2. Open the contract front page
  3. Click on “Financial account” in the left menu
  4. If a financial account has already been added
    1. Click “Edit” in the top right side of the section
    2. Click on “Add”
  5. If no financial account has been added yet
    1. Click on “Add Financial Account”
  6. Select the financial account in the “Account title” drop-down menu
  7. Fill in the “Usage” field with a description
  8. Fill in the “Estimated costs” field with the budgeted amount
  9. Fill in the “Realized costs” field with the actual amount if necessary
  10. Select the status in the “Status” drop-down menu
  11. Click on “Save”

* Note that financial accounts must be created in the administration to be added.