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Select menu 'Setup | Accounts' then right click on the window. Select 'Add Record' to create a new Account ![]() Press F3 to open the 'Detail' window and complete the 'General' information ![]() Enter any 'Address' information for the Account - Customer/Supplier/Bank ![]() For a Customer or Supplier enter this additional information ![]() If the Account record is for a Product (Stock Item) enter this additional information ![]()
Add links to external douments that relate to the Account ![]() The 'Balances' tab provides details of account postings, via company Press F4 to get a Monthly Movement analysis with Active Budget comparisons ![]() The 'Web' tab provides details used on a web site enter information on a product to support a web site ![]() Within an open Company/Financial Year use menu 'Ledger | Reporting | Accounts' to obtain a listing of Account balances ![]() |
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