Entering, Inspecting and Changing Accounts

To enter a new Account, open the 'Accounts: Browse' window as described here and select 'New' from the Create menu (Windows/Mac OS X) or from the + menu (iOS/Android). You can also use the Ctrl-N (Windows) or ⌘-N (Mac OS X) keyboard shortcuts. Alternatively, highlight an Account similar to the one you want to enter, and select 'Duplicate' from the same menu. A record window entitled 'Account: New' will be opened, empty if you selected 'New' or containing a duplicate of the highlighted Account.

If you want to look at the details of an existing Account, open the 'Accounts: Browse' window and search for the Account that you need, all as described here. Then, double-click (Windows/Mac OS X) or tap (iOS/Android) the Account in the list to open the Account record in a record window entitled 'Account: Inspect'.

Since the amount of information stored about each Account will not fit on a single screen, the Account window has been divided into two cards. At the top of each is the header. This contains the Account Number and Name fields. There are two named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Account you are working with.

If you are using iOS or Android, the two tabs will be marked 'Items' and 'Details'. 'Details' is the equivalent of the 'Misc' card in Windows and Mac OS X.

Complete the Account record as appropriate and as described on the pages linked below, then save it by clicking the [Save] button (Windows/Mac OS X) or by tapping √ (iOS/Android) and close the window by clicking the close box or by tapping <. Then, close the browse window using the close box or < again.

Please follow the links below for details about each card:

The Account register in Standard ERP:
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