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Add an Account

Add an Account

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Add an Account

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Important: Account info can be added by two different methods.  

 

1.For a Quick Add: Note: Use to add minimal account info while staying on the current screen.  

a.Click the WP Button.

b.Click the Account link, the Account Add screen will be displayed.

 

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c.Enter the account information.

d.Click OK to save.  

e.Having the Navigate to account check box selected will take you to the Account tab. Leave unchecked if you’d like to stay on the current screen.

2.To add complete Account information:

a.Click the Account tab.

b.Click the Add New Account button. The Account Add screen will be displayed.

 

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c.Enter the account information.

d.Click the Save button at the top left of the button row.