What accounts do: In Karmasoft, “Accounts” are containers that group related categories—such as product or staff categories—so you can organize items and report on them more cleanly. Example: a Beverage account could group categories like Sweet Beverages, Healthy Beverages, and Water.
Create a new account (quick steps):
-
Go to Settings → Account.
-
Click + New.
-
Enter the Account name.
-
Choose the appropriate Account type (see “Account Types” reference if needed).
-
Add a brief description.
-
Click Save.
Tips:
-
Use clear, umbrella-style names (e.g., “Beverage Sales” or “Front-Desk Staff”) so it’s obvious which categories belong.
-
Keep descriptions short but specific to help teammates pick the right account later.