New/Edit Account - Properties
Use the Properties tab to enter general information about the account and contact information.
Fields |
Descriptions |
|---|---|
Account code |
Enter the account code. The account code can be set up with short convenient codes such as 1, 2, 3, or can be designed to match the General Ledger account code for the associated cash account. |
Account |
|
Account name |
Enter the account name to appear throughout Spectrum. This would typically be the name of the bank or credit agency, for example, U.S. Bank, or the purpose of the bank account, for example, INVESTMENT ACCOUNT. |
Account number |
Enter the account number for this account code. |
Telephone/Fax |
Enter the primary telephone number and fax number of the bank or credit card company. |
Account type |
Select an account type:
The account type selected here will determine the fields you see on the New/Edit Account Details. |
Contact |
|
Account representative |
Enter the name of the account representative and their branch/division, telephone, FAX, and email address. If the bank or credit card company has a web site, enter the URL in this section too. |
Branch/division |
|
Contact telephone |
|
Contact fax |
|
Contact email |
|
Web site |
|
Notes |
Enter any notes related to this account. |
