Account Record

The account record stores all the information about the account you need to track and manage. When you access an account record, general information about the account appears at the top of the page. This includes the account number, type of account, and report classification.

To verify whether or not an account is a control account, view the account summary information on the top of the account record.

Note: From an account record, you can lock or delete an account, and add alerts.

Additional information about the account appears in the tiles on the record. You can open and close these tiles to view or hide the information. Each tile is described below.

To edit an account, access and open the account from the Accounts list. From the account record, select Edit on the action bar and make your changes. For example, you might want to change the account description, report classifications, or transaction defaults. You can also delete and lock accounts from the account action bar.