Account Management displays a list of accounts registered to your organisation.
- Right-click on a row to display the Context Menu where you can select the following actions: View or Edit
- Click on a row to view the Account Details screen
Control Bar
| CONTROL BAR ITEM | DESCRIPTION |
|---|---|
| View | View All accounts. |
| Actions | Use the Actions menu to perform an action on a selected account: View, or Edit |
| Group | Group data on the screen by predefined criteria. |
| Filter | Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records. |
| Export | Export the records on screen into a CSV file. |
| Refresh | Refresh the records on screen. |
| Settings | Use Settings to save the View and Group selected. |
Columns
For information on how to customise grids, click here.
| COLUMN | DESCRIPTION |
|---|---|
| Account Number | Registered account number. |
| Account Name | Registered account name. |
| Account Short Name | Account name that is displayed in the system. You can change this by editing the account. |
| Country | The country in which the account is domiciled. |
| Currency | The currency code of the account. |
| Account Status | The status of the account: Active, Closed |
Account Details
To view account details from the Account Management screen, select an account in the list. The Account Details screen provides information on the account, including the Legal Entity Name, Address, Bank/Branch, the products the account is entitled to, the Account Short Name and the Divisions the account is registered to.
Account Details Control Bar
| CONTROL BAR ITEM | DESCRIPTION |
|---|---|
| Close | Close the Account Details screen and return to the Account Management screen. |
| Edit | Edit an account short name of add/remove an account to/from Divisions. |