Overview Business Account Management

Creating a New Business Account

Step-by-Step Process

1. Open Business Accounts List

   • Navigate to Business Accounts page

   • Click "New" or press Alt+N

2. Enter Basic Information

   • Code: Unique identifier (max 10 characters)

   • Description: Clear description of the account purpose

   • Type: Select Customer or Vendor

3. Configure Account Settings

   • Posting Group: Link to appropriate posting group

   • Posted Invoice Numbers: Set number series for invoices

   • Posted Credit Memo Numbers: Set number series for credit memos

   • Reminder Terms Code: Configure reminder settings

4. Company Information (if applicable)

   • Name: Legal company name

   • Address: Complete address information

   • Post Code/City: Postal code and city

   • Registration No.: Official registration number

   • VAT Registration No.: VAT number if applicable

   • Phone No.: Contact phone number

   • E-Mail: Email address

   • Home Page: Website URL

5. Additional Settings

   • Visible on Web: Enable if account should appear online

   • Company Printing: Enable for company-specific documents

   • Skip in Reports: Exclude from certain reports if needed

   • Payment Bill Settings: Configure payment note preferences

   • Bank Information: Bank branch and account numbers

Business Account Fields Reference

Editing Business Accounts

1. Open Business Account Card

   • From Business Accounts list, select account

   • Click "Edit" or press F9

2. Modify Information

   • Update any field as needed

   • Changes are saved automatically

3. Review Related Data

   • Check customer/vendor assignments

   • Verify posting group settings

   • Update contact information

Business Account Actions

Available Actions

• Entries: Shows all customer transactions for this account

• Vendor Bus. Account List: Shows all vendor transactions

• Invoice Batch Lines: View invoice processing batches