FAQ - Accounts

The user can add as many accounts as needed by going to the Chart of Accounts menu and clicking on the "Accounts" button. To add an account, click on the "+" and fill in the required information. As soon as an account is added, it becomes available for accounting.

By selecting the account and clicking the "-" button in the navigation controls. If the account has never been used, it will be deleted; otherwise, it will be set to inactive.

Sub-accounts are available for Revenue and Expense accounts. To add a sub-account, select the account (revenue or expense), use the "Sub-accounts" tab, and click the "+" to add one or more sub-accounts.

During an entry, active accounts and sub-accounts from the chart of accounts are available. Unlike subsidiaries, sub-accounts can be used only when needed. When reviewing results, the user can choose whether or not to request sub-account details.

All columns can be used for sorting. By clicking on a column header, the software will automatically update the display based on that order. For example, by clicking on the "Name" column, accounts will be sorted alphabetically (from A to Z). Clicking the same column again will reverse the order (from Z to A).

Reference accounts are defined by the programming within SigaFinance EVO. These accounts contain basic configurations and will allow for future comparisons of results between multiple companies.

The new account must be added in the Bank Account Setup (Chart of Accounts menu). For detailed steps, consult the help topic on this subject.