Add / Edit Account

Owned by Cory Lyle
Last updated: Sept 12, 2022
1 min read

Add / Edit

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

 

Add an Account

1. Select Add (F4)

a. Complete the following fields:

i. Account Code:

ii. Account Name:

iii. Billing Information: Complete all applicable fields

• Note: All other fields are optional

b. Save (F5)

 

Edit an Account

1. Select Search (F7)

a. If necessary, complete the required search criteria. Dependent upon number of existing accounts

b. Double-click on desired account to enable editing

2. Edit fields as necessary

3. Save (F5)