New Account Express

The New Account Express is a quick-entry screen for adding a new account, with limited fields. It also serves as a duplicate check, cross-referencing existing accounts in the system to check if the account being added may already exist.

 

To add a new account using the New Account Express:

 

1. Select the New Account Express icon from the Tasks, or select it from the program's toolbar .

 

2. The New Account Express Duplicate Check page will open. Enter the relevant information.

 

3. The system will alert if there are any duplicates in the Possible Duplicates section.

 

 

TIP: To switch to the New Account Wizard to enter additional information on the account, click on the Load Full Wizard link.

 

 

4. Select Finish to save the account, or Finish & New to save the account and add another.