How to Add a New Account in Goovii

💼 How to Add a New Account in Goovii

To properly manage finances in the Goovii system, you need to create an account. Accounts are used to track cash, cashless payments, safes, bank accounts, and other financial sources.

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📍 Where to Find

1. Log in to the Goovii admin panel
2. Go to the “Finance” section
3. Click “Add Account”

The account creation form will open.

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📝 Filling Out the Account Form

🔹 Account Name

Enter a clear and descriptive name, for example:

• Cash Desk
• Safe
• Bank Account
• Terminal

This name will be displayed in financial operations and reports.

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🔹 Account Balance

The initial balance at the time the account is created (e.g. cash in the register or funds in a bank account).

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🔹 Account Type

Select the legal status:

• Sole Proprietor (FOP)
• LLC
• Individual

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🔹 Payment Type

Choose how this account is used:

• Cash
• Card

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🔹 VAT

Select:

• Yes — if the account uses VAT
• No — if VAT is not applied

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🔹 Currency

Select the account currency (e.g. UAH, USD, EUR).

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📄 Additional Fields (Optional)

These fields are optional and can be filled in if needed for extended accounting or legal reporting.

• IBAN — bank account number
• MFO — bank code
• EDRPOU — company registration number
• Place of Registration — city or registered address

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💬 Comment (Optional)

Add any note for internal use, such as the purpose of the account or explanations for accounting.

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✅ Completion

After filling in all required fields, click “Save” — the account will be created and available for:

• POS terminal operations,
• financial transactions,
• reports and analytics.