Add Account Category

Add General Information

Add User-Defined Information

1. Access the Details module for the account you plan to add a new account to.
2. Select Add Account. 
   
   
3. Fill out the information for each of the tabs.
4. Once you have filled out the required fields, you can save all changes by selecting Add Account.

Add General Information

1. Select Category for the Account Group.
2. Type in an Account Name.
3. Type in an Account Number.
4. Select an Account Type.
5. Select an Account Status.
6. Select a Status Effective Date.
7. Continue to the next tab.
   
   

Add User-Defined Information

1. In the next tab, include information for any user-defined fields required by the organization.
2. Select Add Account. 
3. In the confirmation box asking if you are sure you want to add this account, select Confirm.