Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision | Next revisionBoth sides next revision | ||
| ug2-16 [2017/12/01 16:35] – external edit 127.0.0.1 | ug2-16 [2017/12/18 17:15] – Viola Scott | ||
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| * Type in the name of the company you wish to look for and click on the **Find** button. | * Type in the name of the company you wish to look for and click on the **Find** button. | ||
| * **Double click** on the required company or highlight it and click on the **Expand button** to open record. | * **Double click** on the required company or highlight it and click on the **Expand button** to open record. | ||
| - | * Click on the **Miscellaneous** option on the left hand side of the record to open the **Company Account** view. | + | * Click on the **Miscellaneous** option on the left hand side of the record to open the **Company Account** view. (Miscellaneous can be re-named per Agency, such as to Accounts Setup, but is always the view directly above the Accounts view) |
| * Click in the **Account Code** field. A button appears on the right, click the button to open the **Specify Account Code** form. | * Click in the **Account Code** field. A button appears on the right, click the button to open the **Specify Account Code** form. | ||
Viola Scott