Add an Account

NOTE: To learn more, watch the video Adding an Account.

Accounts can be added to the system manually or by automatic import.  This option will discuss Manually adding an account to a Debtor.

Step 1: Click the 'New Account' button. The 'Choose Account Type' dialog box pops up. Note: To add an Account, you must be working a Debtor. However, you can click the 'New Account' button from the Snapshot, Debtor or Account Folders as long as the debtor folder is active.

Step 2: Choose the Account Type. The 'Edit Account' dialogue box pops up.  The information you will see here will vary depending on Administrator setup, but you may see custom fields and Reference fields.

Step 3: Fill out any relevant information. Click 'Next'. Another 'Edit Account' dialogue box pops up.

Step 4: Insert the Line Item Codes, Date, Amount and Description by clicking on the appropriate box in the grid.

Step 6: Click 'Finish' to save.


Main Support Line:

All Support Team Members (866) 684-7387
Chris Stickney (Support) Ext. 5673
Angel Davis (Support) Ext. 5756
Brooks Robinson (Support) Ext. 5748
Kellie Mendenhall (Consultant)      Ext. 5676
Aaron Burge (Installation) Ext. 5710


Mailing Address

4400 NE 77th Avenue, STE 100
Vancouver, WA 98662