Discover how easy it is to streamline your financial organization by creating subaccounts within Wallester Business. This article provides a step-by-step guide to help you set up subaccounts seamlessly, optimizing your account management for enhanced efficiency.
Create a subaccount:
Go to “Accounts” on the main menu
Click “+ Create Account”
Provide a unique internal name for it
Congrats! Now you have a subaccount
Good to know:
You can make a special account for a certain department to keep track of the money only on the cards that are connected to it. Similarly, they may be tailored to a specific media platform to effectively manage the advertising budget and conduct expense analysis with maximum ease.