7 Accounting Setup
1Viewing Accounts or Subaccounts
How To View Account Details
1.Press the Accounts key. If you have already set up accounts, pressing the Accounts key displays a list of all the accounts.
If you have not set up any accounts yet, as soon as you press the Accounts key on the IntelliLink Control Center™, the system prompts you for the supervisor password. As soon as you enter the password, the system displays the “Set Up Accounts” screen.
2.Press the right arrow key to enter the “Set Up Account” screen.
3.Select View Accounts. The names of your top level accounts appear.
4.Select the account you want.
The system displays the total funds and total pieces for that account which includes the sum totals for all its subaccounts and subsubaccounts.
5.If the account has subaccounts, you can also select View Subaccount and View Subsubaccount to get the information for each.
2Creating Accounts and Subaccounts
How To Create A New Account
1.Press the Accounts key. If you have already set up accounts, pressing the Accounts key displays a list of all the accounts.
If you have not set up any accounts yet, as soon as you press the Accounts key on the IntelliLink Control Center™, the system prompts you for the supervisor password. As soon as you enter the password, the system displays the “Set Up Accounts” screen.
2.Press the right arrow key to enter the “Set Up Account” screen.
3.Select Create Account.
4.Select Create a New Account. The system prompts you to enter an account name.
5.Type in the name using the alpha keyboard or number keypad and press Enter. The “Account Information” screen appears and displays the options:
Edit Name - To change the name of your account.
Change Number - By default, the system assigns the next available account number to your new account. If you want to assign a different number, select the Change Number option.
Add Change Password - If you want to password protect this account, select the Add Password option. The system prompts you to enter a password and then confirm it. Passwords are case sensitive, can be alphanumeric and must be at least four characters. (You need to enable password protection before you can protect an individual account.) Refer to 7 Turning Accounting Password Protection On or Off in this chapter.
SV60951 Rev. A |
