Accounts

Manage the financial profiles and ledgers of your customers, vendors, employees, creditors, and business partners.

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The Accounts module serves as the central directory for all external and internal financial stakeholders in Agora. It allows you to track contact details, manage credit limits, and set opening balances for different types of accounts, ensuring seamless integration with your sales, purchases, and payroll workflows.

Unlike the core Accounting module which handles double-entry ledgers and fiscal periods, the Accounts module focuses entirely on the entities you do business with.

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1. Customer Accounts: Manage your customer base, track credit limits, and monitor current balances and advances.
2. Vendor Accounts: Track suppliers, manage accounts payable, and handle vendor advances.
3. Employee Accounts: Maintain workforce records, track salaries, and manage employee loans or advances.
4. Creditor Accounts: Handle informal lenders or external financing outside of standard vendors.
5. Partner Accounts: Track business equity, capital investments, and ownership distributions.
6. Account Tags: Create color-coded organizational tags to visually segment stakeholders across all tables.

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Navigate through the sub-sections to explore the detailed functionalities of the Accounts Module:

• Customer & Vendor accounts: Learn how to set up and manage credit and payables.
• Employee accounts: Handle staff accounts and basic tracking.
• Creditor & Partner accounts: Track short-term financing and equity distribution.
• Account tags: Segment and categorize your accounts for easier reporting.