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Entering, Inspecting and Changing Accounts

There are two ways to add new Accounts to the Chart of Accounts: creating a new Account or copying and then editing an existing one.

In the 'Accounts: Browse' window, click [New] in the Button Bar, or highlight the Account to be copied and click [Duplicate] in the Button Bar. The 'Account: New' window appears. This is as described here.

Enter the new information or change the copied record as appropriate. Click [Save] to save the new record or [Cancel] to close without saving the record.

If you want to look at the details of an Account, double-click its name in the 'Accounts: Browse' window to open the Account record.