Configure Accounts

Administrator Guide › Data › Account

Overview

Use the Accounts workspace to access account records maintained in the application’s data area. Administrators use this workspace when reviewing the account list and initiating the addition of an account record. The list identifies accounts by Display name, Full name, Type, Market segment, and Active.

Before you start

You need access to the Data navigation area and the Accounts workspace.

Steps

1. On the main navigation bar, select Data.

2. Select Accounts to open the Accounts workspace.

3. Review the available account records in the list. Use the displayed columns to distinguish records:

   • Display name identifies the account in the list.
   • Full name shows the account’s full name.
   • Type identifies the account type.
   • Market segment identifies the associated market segment.
   • Active indicates whether the account is active.

4. Select All to access the complete Accounts list.

5. Select Clients when you need to work from the client-related account list.

6. Select New to begin adding an account record.

Note: Use the Display name and Full name columns together when reviewing accounts with similar names.

Tip: Review Type, Market segment, and Active before adding a new record to help maintain consistent account data.

Troubleshooting

• Symptom: You cannot locate the Accounts workspace.
  Likely cause: The Data navigation area has not been opened.
  Fix: Select Data, and then select Accounts.

• Symptom: You need to begin adding an account record.
  Likely cause: The new-record action has not been opened.
  Fix: Select New in the Accounts workspace.

Result

The Accounts workspace is open and ready for account record review or new account setup.

Related pages

• Configure Contacts
• Data — Learning Path
• Data — Overview
• Projects
• Reference list
• VL registrations
• **Apply Deductions
• Close Fully Paid Invoice**