EventPro Software User Manual

•Under EventPro Setup > Financial > Account Groups/Codes, you will define your organization's Account Codes, which are grouped within Account Groups.  

•Follow the instructions below:

oCreate Setup Account Group

oAdd Setup Account Codes to Group

•Elsewhere in Setup, you can assign Account Codes to various records:

oBudget Items (You can link your Budget Items to Account Codes, which pull the Account Codes through to the Line Items of Invoices.)

oPayment Type Surcharges

oTaxes

oDefault Deposit/Credit Accounts

oGL Account Codes for Opportunities, Companies, Contacts, and Events