- To create an Account file, expand the desired Subsidiary Account
folder, expand the Account folder and click New.
- Select the desired Account Detail from the available selections of
Account Details. 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.
- Once you have selected the desired Account Detail, this will bring out a blank form,
a sample of New Account Information form is shown below.
Note: The fields shown above depend on the format of the
Account Detail selected. Account Details may have different formats of fields.
- On the information page, fill out the necessary fields. Remember that fields with
asterisk (*) require data entries and must not be
left unfilled.
- As for the rest of the fields;
Record Status,
Date Valid From,
Date Valid Until, and
Remarks, click the
links for details.
- If you want to clear all you have entered, just move your
mouse over the Clear button and press your left mouse button.
- Once you are sure about your entries, simply move your cursor over
the Save button and press your left mouse button. A confirmation will appear
either the action taken was a success
or an error has occurred.
- Click the Detail button to go to the Account Detail selection screen and
select another Account Detail to be used for the New Account file to be created.
- Click the Search Detail button to bring out the
extended search engine and search for
a specific Account Detail.
- Click the Cancel button to exit 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 Detail button will only appear when there are
more than one (1) available selections of Account Details.
- The Search Detail button only appears when there are
more than ten (10) available selections of Account Details.
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