7 Accounting Setup
3Editing Accounts
Add Subaccount (to account) Subsubaccount (to subaccount)
Create Another Account Subaccount Subsubaccount
7.If you want to select an option, select the appropriate option and follow the prompts.
8.When you are done, press the Enter key to save the account information.
You can change the name of an account, make the account inactive (or active), add a password or change an existing one, and clear (reset) all data from the account.
How To Edit An Account
1.Press the Accounts key.
2.Press the right arrow key to enter the “Set Up Account” screen.
3.Select Edit Account.
4.The names of your top level accounts appear. Select the account you want to edit.
5.Select the appropriate option:
a.) Edit Account Name - Select this to change the name of your account. (Only the chargeable account name can be changed. A new account with its own subaccounts/subsubaccounts is necessary for new high level account names.)
b.) Status - Select this to change the account’s status to Active or Inactive. Pressing the screen key for Status switches between active and inactive.
c.) Reset Account - Select this to clear all number of pieces and funds in this account. When you select this, the system prompts you print a report of the account data. Once cleared, the data are unrecoverable. To keep a record of your data, select Print Report, then select Reset to clear the data.
Before you can reset or clear individual accounts, you must enable this feature. Refer to 9 Turning “Reset Individual Accounts” On or Off in this chapter.
You can only reset accounts at the lowest level in the account structure. Higher level account structure is unaffected when a lower level account is cleared, however their totals will reflect the difference of the cleared account.
d.) Change Add Password - If passwords are enabled, this option allows you to change an existing password or create one for this account. Passwords are case sensitive, can be alphanumeric and must be at least four characters. The system prompts you to confirm the new or modified password.
SV60951 Rev. A |
