In the Zevoy Hub, navigate to the Settings page and then to the Accounting tab.
Under Accounts, click New account and select Download file template.
Open the downloaded template with a spreadsheet program (e.g., Excel).
In the template, fill in the account number, name and description.
After completing the template, save it and return to the Zevoy Hub. Under Accounts, click New Account and drag the file into the field.
Ensure that your file is saved in the .csv format before uploading.Review your entries to ensure accuracy. If everything is in order, click Create accounts.
The accounts have now been created and can be used for categories!
Updating existing accounts?
Do you already have accounts and wish to update them? Follow these steps:
Click Download all accounts to download the current account list.
Modify this list in your spreadsheet program to add new accounts or make changes to existing ones.
Re-upload the modified list to update your accounts in Zevoy.