Adding a new account

You can use the Insert New Account window to add a new account.

Note: The security access determines available functions. Contact your administrator for any access rights changes.

To add a new account:

  1. Select Account from the New menu.
  2. Specify the remaining Account information fields as required by the company policies.
  3. Click Look for Matching Records to search for records with matching information.
  4. Click Save.
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