To add an Account Code to an existing Account Code Group:
Click the desired Account Code Group in the top half of the Account Codes window. All Account Codes assigned to the selected Account Code Group are displayed in the bottom half of the window.
Right-click on any row in the bottom half of the Account Codes window and select New.
This displays the New Account Code window.
Enter the New Account Code information as described below:
Account Code Group
(read-only)Account Code Group selected in the top half of the Account Codes window. The new Account Code you are adding will be assigned to this group.
Type
(read-only)Verification type assigned to the Account Code Group - contains either "Verified" or "Non-Verified".
Length
(read-only)If Type is "Verified", this field contains the length specified for this Account Code Group.
If Type is "Non-Verified", this field contains "N/A" (This field is not applicable to non-verified account codes.)
Account Code
Enter the unique identification number you assigned to this Account Code within the selected Account Code Group.
If Type is "Verified", Length specifies the maximum number of characters allowed.
If Type is "Non-Verified", a maximum of 10 characters is allowed.
Leading zeros are permitted.
Note
The system will not allow you to enter an Account Code that already exists for this Account Code Group.
Name
Enter the name of the person/group assigned to this Account Code.
Department
Enter the name of the department assigned to this Account Code.
Click Save to create a new Account Code. The New Account Code window remains open to allow more entries, while the new Account Code is displayed in the bottom half of the Account Codes window.
Note
You must click Cancel to return to the Account Codes window.