Editing Accounts
Use the steps below to modify an account name or status.You can also change the account
folder (= group) it is included in.
The account number cannot be modified.
How to View / Edit Account Parameters
To view or edit the parameters of an account:
1.
Display the Account list screen (see
How to Display the List of Accounts and Groups
on page 148).
2.
Select the account (or type its number) and press
Modify
.
If the account is not contained in the list, select the group that contains the account,
press
View group content
.
3.
Select
Edit / Modify
.
The Edit / Modify screen is displayed.
4.
Select each parameter and change it using the keyboard (use key
[<—]
to clear
characters), then press
[OK]
.
The Account modification summary screen is displayed.
Note:
- The
Budget and Surcharge
parameters are only available when the Advanced
Reporting option is activated (See
Budget and Surcharge Parameters
on page 169).
5.
Press
[OK]
to return the Account list screen.
5
Account
Management
and
Access
Control
155
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