Navigation:  Financials > Account > Account Functions > Create New Account

This function allows the user to create a new account.   Click to open up a new Account Detail screen in the Main Window.

 

 

Fill out the necessary details for the new account:

 

•Ledger: Click on to choose the Ledger required from the drop down list.

 

•Account Name: Type in the name of the account here.

 

•Account Type: Click on to select the Account Type from the Drop down menu.

 

•Account Class: To choose the type of account you are creating, click on to select the default account class from the drop down list.

 

•Status: Click on to select whether the account is 'active' or 'inactive'.

 

•Status Note: This is a free text field where you can type in additional information.

 

•Date Opened: Select the date the Account is active from.

 

•Opening Balance: Is a mandatory field where you enter the starting balance of the account.

 

•Bank Name: Enter the name of the bank here.

 

•Branch Number: Enter the BSB number here.

 

•Branch Name: Enter the branch name here.

 

•Account Number: Enter the account number here.

 

Click on to save.  The user will now have several tabs that will be enabled in the Main Window.

 

 

*Every new account is automatically allocated an Account ID by the UnderwriterCENTRAL™ system*