1. Follow the steps below to create, modify, activate/deactivate or delete accounts.

    You can also import a list of accounts. See Importing/Exporting Account Lists.

    See also

    1. Creating Accounts
    1. To create an account activate the mode 'Accounts'. See How to Display and Change the 'Account Mode'.

      1. As supervisor (see How to Log in as Supervisor):

      2. Select Add Acct/Group and then select Add account.

        1. The Add account screen is displayed.

      3. Enter the account Number and Name using the keypad and press [OK]. Select the Account Status (the button displays the current status: Active or Inactive).

        1. Press the screen to change fields.

      4. To put the Account into a Group other than 'ROOT', select the Folder button, select a Group or Subgroup in the list and press [OK].

      5. On the Add account screen, press [OK].

        1. The Account creation summary screen is displayed.

          The Budget and Surcharge settings are only available when Advanced Reporting option is activated. See Budget and Surcharge Preferences.
      6. Press [OK] to confirm the creation of the account.

        1. You can also import a list of Accounts. See Importing/Exporting Account Lists.
    1. Editing Accounts

      Use the following steps to modify an account name or account status.

      You can also change the account folder.

      The account number cannot be edited once it is created.

    1. To view or edit an account:

      1. As supervisor (see How to Log in as Supervisor):

      2. Select the account (or type the account number) and press [OK].

        1. If the account is not contained in the list, select the group or the subgroup that contains the account, press Edit / Del. or [OK] and then press View/Edit content until you can select the account by pressing [OK].

      3. Select Edit / Modify.

        1. The Edit / Modify screen appears.

           

      4. Select each parameter and change it using the keypad (use key [C] to clear characters), and then press [OK].

        1. The Account modification summary screen is displayed.

          The Budget and Surcharge parameters are only available when Advanced Reporting option is activated. See Budget and Surcharge Preferences.
      5. Press [OK] to accept the changes.

    1. Activating Accounts

      This function allows you to create accounts in advance and prevent them being used before your account structure is complete.

    1. To activate or deactivate an account:

      1. Change the account status (the button displays the current status: active or inactive) and press [OK].

      2. Accept the changes by pressing [OK] (on the Account modification summary).

        1. If an account is deactivated it is no longer visible to the operator.

    1. Deleting Accounts

      You may need to delete an account.

    1. To delete an Account:

      1. On the Account management screen, select Delete instead of Edit/Modify.

        1. A confirmation of account deletion is displayed.

    An account number cannot be modified. If you want to modify the account number, first delete the account and then create a new account with a new account number.
Date created:
03/12/2014 22:30:41
Last updated:
11/21/2017 08:25:41
Product(range):
IN-750
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