Adding accounts and client in Business Manager
If needed, you can add new accounts, sub accounts, and sub sub accounts to Business Manager.
Products affected: Business Manager
If needed, you can add new accounts, sub accounts, and sub sub accounts to Business Manager.
Note: There are 3 level of accounts. Account is the main level, then sub account, then sub sub account. Meters will display the lowest account level code/name only.
- Open Business Manager > Parameters > Accounts and clients.
- Add the account:
- Select 0 Client level.
- Select the + icon.
- Enter the Account Code and Account Name. Account Description is optional.
- Select Confirm.
- Select 0 Client level.
- Add the sub account:
- Select the Account level to add the sub account to.
- Select the + icon.
- Enter the Sub Account Code and Sub Account Name. Sub Account Description is optional.
- Select Confirm.
- Select the Account level to add the sub account to.
- Add the sub sub account:
- Select the Sub level to add the sub account to.
- Select the + icon.
- Enter the Sub Sub Account Code and Sub Sub Account Name. Sub Sub Account Description is optional.
- Select Confirm.
- Select the Sub level to add the sub account to.
UPDATED: October 28, 2024