Navigate to Payments > Accounts

Click on Items > Add a new account in the top right corner.

Enter required details of the new money account and click Save changes.

NOTE: You can hover your cursor over the   (tooltip) icon for more details about each field. 

NOTE: You can specify Minimal account balance to negative values. In this case, the negative account balance will be enabled for the user.

Navigate to Payments > Accounts

Click on Items > Add multiple new accounts in the top right corner.

Click Add a user, cost center or role. New window with list of users, cost centers or roles will appear.

Click on individual user, cost center or role to select it. When finished, close the dialog window.

Click Next or switch to Properties tab.

Enter details for new money accounts (same configuration will be applied for all selected users in this wizard).

Click Next or switch to Periodic recharges tab.

As an optional step, you can assign existing periodic recharges to all newly created money accounts.

NOTE: If you don't have any existing periodic recharge, you can create one by following the steps described in Managing periodic recharges guide.

Click Save. Notification will be displayed in bottom right corner once the operation is finished. You can close the dialog window or continue adding another accounts.

WARNING: Adding accounts in bulk can take few hours depends on the number of users and periodic recharges selected. Session on YSoft SafeQ web interface cannot be interrupted until all accounts are created in YSoft Payment System.

You can create and enable/disable money accounts for users also in Users details window.

Navigate to Users, double-click the line with username who you wish to assign money account to, or click the  icon.

Display Account tab and perform any available actions with users money account.

Transaction history

List of all performed transactions for the selected money account

/

Disable / Enable

Disable / Enable money accounts. User with disabled money account is not able to user his money accounting for any transaction.

Account details / Edit account

Account details where you can also edit few values

Delete account

Removes the money account including credit balance, debts, transactions, reservations, etc. from YSoft Payment System

Batch actions

Check this box for every money account you want to apply a selected action to

View enabled / disabled accounts

Switching between list of enabled and disabled money accounts