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Creating/Modifying Accounts

To create/modify an Account:

1. Select the Admin tab;

2. From the Administration page, select the Account List option on the left;

3. From the Account List page, specify Search Parameters to refine your list of user accounts;

See "Searching for Users"

4. From the Account List, click the associated Edit Account Details icon;

5. From the Profile Edit page, select the Accounts tab;

6. Click Add Account;

7. Enter/modify the following Account information:

· Account Type;

· Account Number;

· Merchant Template;

· Default GL Code;

· Account Parameters;

· Account Expiry Details.

8. Click Update Changes.

Note:

The Name on Card option/field/column is only available if Account Ref No has been set to be replaced by it in the Account list.

For more information about managing users and their properties, see "Managing Users".

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