User Tools

Site Tools


Sidebar

Index

start:backoffice:accounts:account

Table of Contents

Account

Ability to create and edit an account.

Create Account

  1. To create a new account click on the “Add New Account”.
  2. Enter the account code in the “Account” text field and account name in the “Name” field.
  3. The minimum required information to create an account is account code and an account name.
  4. Following this enter other account information i.e. contact details.
  5. To save the changes click on the save account button.

Edit Account

  1. Pick an account from the drop down or search by name or account code.
  2. Change the details of the account.
  3. To save the changes click on the save account button.
start/backoffice/accounts/account.txt · Last modified: 2020/02/21 11:31 by Kane