Content Comparison

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1. Go to the Admin menu, then click Manage Accounts.
2. This will display a list of all active accounts relating to your entity.

3. The different colored accounts relate to what sub-account reporting option is associated with them.

   • Green accounts - Sub-account is required
   • Orange accounts - Sub-account is optional
   • Red accounts - Sub-account is prohibited
4. If you wish to view details regarding a certain account, click on it and this will bring up the details.

5. There are three tabs where details can be viewed. 

   • Account Details - This shows all the generic details. You are able to update the Preferred Name of the account and make it 'Inactive' here.
   • Assign Sub-Accounts - This allows you to assign sub-accounts that can be posted to in relation to this account.
   • Default Tax Schemes - This is where you set the default tax code for the specified account. When setting tax codes, insure that the correct country is selected.
6. If updating details, be sure to click Save once completed.
7. You can collapse all accounts by clicking the Button.
8. This will allow you to then expand out each section as you wish.

View Sub-Accounts Only 

1. Go to the Admin Menu and select Manage Accounts.
2. You can view and edit Sub-Accounts by clicking on the 'Show Sub-Accounts Only' checkbox. 
3. You can select each Sub-Account and mark it 'Inactive' if it is no longer needed. 

Activating Inactive Accounts

1. Go to the Admin Menu and select Manage Accounts.
2. Click on the 'Show Inactive' check box. This will add all the inactive accounts to your list. The inactive accounts will show as grey.
3. To activate an account, click on it and uncheck the 'Inactive' check box. 
4. Click Save to make it active. 
5. Once you have made it active, you are able to update the Account Details, Assign Sub-Accounts and set the Default Tax Schemes if needed.

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