Creating New Account

Create New Account

Steps to add an Account

1. Click on the Create New Account link in the Actions menu of the Accounting tab.
2. Enter the account information in the Create New Account dialog box.

Required fields are marked with a red *.

Tip: You may have to scroll down using the slider on the right side of the dialog box to see all fields.

3. When you are finished entering information, click one of the following:

• Save & View Account to save and view the record.
• Save & New to save the record and add another one.
• Cancel to disregard any changes and close the window.

Related Topics

• Search Accounts
• View/Edit Accounts
• Add/Edit Budget and Amendment