Use toolbar options to open existing
accounts, create new
accounts, delete
accounts, or print
account lists.
Toolbar Options
| Field | Description |
|---|
 Save
|
Click this option to save your work. If a Default Group Table is specified on the General tab of Accounting System Settings, the table automatically displays on the
Account Groups grid. You must specify a Detail Group Name in order to save the new
account record.
|
 New
|
After you click this option, select one of the following:
-
New
Account: Opens a blank
account record.
-
Copy Current
Account: Copies the current
account's data to a new record. You can then edit the copied
account's data to create a new
account.
-
Select
Account to Copy: Opens the
Account lookup so that you can select an
account to copy. You can then edit the copied
account's data to create a new
account.
|
| Delete
Account
|
Click this option to delete an
account record.
|
 Print
|
After you click this option, select one of the following:
 Print Current
Account: Prints information for the
account currently open.
-
 Print Active Group: Prints information for all currently open
accounts, if more than one
account is open.
-
 Select
Account to Print: Opens the
Account lookup so that you can select the
accounts to print.
|
 List View/Detail View
|
-
List View: Click this option to display the information in a grid format on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more records at a time. You can add, remove, or change the order of the columns in the grid by clicking the
Select Columns option on the grid toolbar.
-
Detail View: Click this option to display the information on tabs on the form. This is the default view.
|
| Learn More
|
Click this option to view a video about
account setup.
|
