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1. Open eGenuity software
2. Select Accounts Receivable from top panel menu
3. Select My Accounts from left panel menu
4. Click on Accounts Receivable icon
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Add an Account
1. Select Add (F4)
a. Complete the following fields:
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• Note: All other fields are optional
b. Save (F5)
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Edit an Account
1. Select Search (F7)
a. If necessary, complete the required search criteria. Dependent upon number of existing accounts
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2. Edit fields as necessary
3. Save (F5)