Creating a Sub Account or Sub Sub Account

Follow the steps below to create a Sub or Sub Sub Account.

NOTE: If users are enabled on your system, you must have supervisor access rights to manage accounts. Enter your password and select OK.

The use of Sub Accounts and Sub Sub Accounts is optional and depends on your accounting requirements.

1. You can create a Sub or Sub Sub Account in one of two ways: 
• by selecting the Manage Accounts button on the Home screen, or

• by selecting Account on the Run Mail screen, selecting Options and then Add sub account to existing account.

2. Select Create new account.
   1. When prompted, select Add sub account to existing account.
   2. Select the appropriate account and then select OK.
3. Select the Sub or Sub sub account name field. Enter the name and then select OK.
4. Select the Code field. Enter the code for the account and select OK.
5. If necessary, select the Description field. Enter the description for the account and select OK.
6. Ensure the status is set to Active.

7. If you want to password protect this sub or sub account, select the Password field.

   NOTE: Account passwords must be turned on to password protect an account..

   1. Enter the password and select OK.
   2. Re-enter the password to confirm and select OK.
8. Select OK.
9.  A dialogue box appears indicating the Sub or Sub Sub Account as been created.
   • Select Create another new account if you want to create a new top-level account.
   • Select the Add another new sub account to this account if you want to create another Sub Account for this account.

   • Select Add a sub sub account to this sub account if you have created a Sub Account and want to add a Sub Sub Account to it.

   • Select Continue to return to the Home screen.

Related Topics

Creating an Account

Creating, Editing and Deleting an Account

Account Attributes

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