- To modify existing Account Relationship file, expand Subsidiary Account
folder, expand Relationship folder and click Modify.
All existing relationship files will be shown. If there are more than ten (10) available
selections, a search engine will appear.
Click here for details on using
the extended search engine.
Note:
- If you do not want to use the extended search engine,
close the extended search engine and use the Next and
Previous buttons instead to navigate through the available selections.
To bring out the extended search engine, click the Search button.
- The Account may stand for Client,
Guest or User.
- Once you have selected the desired relationship file to modify, this will bring
out the file's information page.
- On the information page, modify the desired fields. The Parent field
may be modified but the Child field will remain unchanged. To change the
Parent, select from the drop down list or search for the desired
New Account Code.
Note:
- If there are less than ten (10) available Account Codes,
a drop down list will be available. Select the desired Account Code
from the drop down list to be the New Parent.
- If there are more than ten (10) available Account Codes,
a Search button will be available. To search for the desired Account
Code, clear first the Parent field and click the Search button to list all available
Account Codes. Click to select the desired Account Code to be the New Parent.
- Clicking the Back button will take you back to the previous page
visited.
- Clicking the Search button will bring out the
extended search engine to search
for a particular relationship file to modify.
- Clicking the Reset button will remove the recently entered data and
bring back the original data entries of the file from the last saved.
- Once you are sure about your entries, simply move your cursor over the Save
button and press your left mouse button to update the modified relationship file.
A confirmation will appear either the action taken
was a success
or an error has occurred.
- Click the Cancel button to abort the operation and return to the
welcome page or main menu.
- Click the Help button to bring out the help guide for the current page.
Note: The Search button only appears when there
are more than ten (10) available selections.
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