You can create an account manually using a blank account record or a wizard that guides you through the process step-by-step. You can also create an account record by using an existing account record as a template.

There are several locations where you can add new Account records:

•From the Accounts list by clicking the New button.

•From an existing account's Child Accounts page.

After creating an account you must activate the account. Afterward, you can deposit funds, transfer funds, and set transaction posting criteria.

Using a Wizard

Your system administrator may provide one or more wizards to help you create new accounts. A wizard may be one of the available options or the only option.

If a wizard is your only option, when you click New the wizard opens. Complete the required fields on each page, and then click Next to progress to the end of the wizard. When you click Finish at the end of the wizard, the record is available in the appropriate list view and collection. See Viewing Accounts for more information.

Note: If a wizard is your only option, and you want to use an existing account record to create a new account record, a wizard will not open. A blank account record opens and you can complete the fields manually. See Copying a Record and Creating or Editing an Account Manually for more information.