IDI version 26.8 is now available.  Click here for details: IDI Updates.

Adding an Account Code Group

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To add a new Account Code Group:

  1. Right-click on any row in the top half of the Account Codes window and select New.

    AcctCodes

    This displays the New Account Code Group window.

    NewAcctCodeGroup

  2. Enter New Account Code Group information as described below:

    ID

    Enter the unique identification number you assigned to this Account Code Group.

    • A maximum of 10 digits is allowed.

    • Leading zeros are permitted.

      Note

      The system will not allow you to enter an ID that is assigned to another Account Code Group.

    Name

    Enter the name of this Account Code Group.

    Non-Verified

    Select this radio button if the Account Codes assigned to this group are NOT verified at the switch. This is the default.

    Note

    If selected, Length is not required. The maximum length allowed for Account Codes assigned to this group is 10.

    Verified

    Select this radio button if the Account Codes assigned to this group are verified at the switch.

    Note

    If selected, you must specify a Length.

    Length

    Maximum length allowed for Account Codes assigned to this group - enter a value between 1 and 10.

    Note

    This field is required, if "Verified" is selected.

  1. Click Save to create a new Account Code Group. The New Account Code Group window closes and the new Account Code Group is displayed in the top half of the Account Codes window.