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SV60951 Rev. A
7 Accounting Setup
7-4
How To View Account Details
1. Press the Accounts key. If you have already set up accounts, pressing
the Accounts key displays a list of all the accounts.
If you have not set up any accounts yet, as soon as you press the
Accounts key on the IntelliLink Control Center™, the system prompts
you for the supervisor password. As soon as you enter the password,
the system displays the “Set Up Accounts” screen.
2. Press the right arrow key to enter the “Set Up Account” screen.
3. Select View Accounts. The names of your top level accounts appear.
4. Select the account you want.
The system displays the total funds and total pieces for that account
which includes the sum totals for all its subaccounts and
subsubaccounts.
5. If the account has subaccounts, you can also select View Subaccount
and View Subsubaccount to get the information for each.
Viewing
Accounts or
Subaccounts
Creating
Accounts
and
Subaccounts
2
How To Create A New Account
1. Press the Accounts key. If you have already set up accounts, pressing
the Accounts key displays a list of all the accounts.
If you have not set up any accounts yet, as soon as you press the
Accounts key on the IntelliLink Control Center™, the system prompts
you for the supervisor password. As soon as you enter the password,
the system displays the “Set Up Accounts” screen.
2. Press the right arrow key to enter the “Set Up Account” screen.
3. Select Create Account.
4. Select Create a New Account. The system prompts you to enter an
account name.
5. Type in the name using the alpha keyboard or number keypad and
press Enter. The “Account Information” screen appears and displays
the options:
Edit Name - To change the name of your account.
Change Number - By default, the system assigns the next available
account number to your new account. If you want to assign a different
number, select the Change Number option.
Add | Change Password - If you want to password protect this
account, select the Add Password option. The system prompts you to
enter a password and then confirm it. Passwords are case sensitive,
can be alphanumeric and must be at least four characters. (You need
to enable password protection before you can protect an individual
account.) Refer to Turning Accounting Password Protection On or
Off in this chapter.
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