House Accounts - Creating a House Account

Created by Alex Savchuk, Modified on Fri, Mar 15 at 7:07 PM by Alex Savchuk

Creating a House Account

1. Click on Accounts

2. Click on Account Type drop down and select House Account

3. Click on Search

4. Click on New Account at bottom of the page

5. Add name for the account

6. Click on Save at bottom of the page

House Account has been created!

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Adding Items to a House Account

1. Search and click on the desired House Account

2. Click on Folio

3. Click on Add

4. Blank folio line will display with current date

5. Select Property, Category

6. Add Amount /Price of the item (before taxes if taxes are applicable)

7. Click on Commit if the amount and item are correct

8. Click on Save