How do I set up my account plan?

You can set up your account plan in the Zevoy Hub.

1. Start by adding your mandatory contra account for Zevoy Card transactions.
2. You can add accounts by clicking New account and filling in the account number and name.
3. You can also add tax codes by clicking New tax code.

You can also upload all of your accounts to Zevoy via file transfer. Read more about importing accounts here.

You have now successfully logged all your accounting information into Zevoy. You can now create categories under the provided category groups that link your expenses to your accounts and tax codes.

Read more about adding categories here.