On this page you can create and configure accounts. The screen is divided in two main sections: Heather (1) and List (2).
Within the Heather (1) section you see a green Add (+) button, which allows you to add a New Account.
The List (2) section consists of different accounts.
The magnifier (upper left corner of the section) can be toggled on if you want to search through the list by any of the columns.
The X-looking button (upper right corner of the section) allows you to download the list as an XLS file.
Within the List (2) section information is shown in columns that are described in the table below:
| Column | Meaning |
| Type | The account type – cashier, bank account or virtual account |
| Currency | The account currency (may be multi-currency) |
| Account | The account name |
| Bank | To which bank the account is charged to |
| IBAN | The account’s IBAN |
| Company | Which company it refers to |
| Numbering Prefix | The account numbering prefix |
| Starting Number | The account opening number |
| Account holder | The account holders’ names |
| Status | The status may be active/Inactive |
You
also have a few additional buttons:
| Button | Action |
| Permission | Allows you to edit the Permissions for the account |
| Edit | Allows you to Edit the information in the account |
| Stop/Start | Allows you to change the status of the account (active/inactive) |
| Delete | Allows you to Delete the account |