Adding an Account

Modified on Mon, 26 Jul 2021 at 02:37 PM

  1. Click Configuration | Account 

  2. Click on New Account 

  3. Type in the Account 

  4. Type in the Name of the Account

  5. Click Add

  6. The system will add the new Account and the value will be available to select in the Account Search table. Account numbers can be assigned to Equipment or Parts and appear in the system as a search field.

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