2. Select Add Acct/Group and then select Add account (or type 1 ).
The Add Account Screen appears.
3. Enter the Account Number and Name using the keypad and press [OK]. Select the
Account Status (the key displays the current status: active or inactive).
Press the Screen to change all fields as needed.
4. To move an Account into a Group other than the Root , select the Folder key, then
select a Group or Subgroup from the list and press[OK] .
5. Once the Add Account Screen appears, press [OK].
Adding Budget and Surcharge settings to your Accounts is only
available when the Advanced Reporting option is activated. See
Budget and Surcharge Preferences on page 135 for details.
6. Press [OK] to confirm the creation of the Account.
You can also import a list of Accounts. See Importing/Exporting
Account Lists on page 125.
Users can only use active accounts. If necessary, as long as your
accounting structure is not complete, you can create accounts
without activating them.
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