Creating, Editing, and Deleting an Account

You can use accounts to report general ledger accounting information for ECM paid-in and paid-out transactions (for example, produce, meat, bakery, or flower shop).

1. Select the Enterprise, zone, property, or revenue center, click Setup, and then click Accounts.
2. Insert a record, enter a unique name for the account, and then click OK.
3. Click the ellipsis point (...) button in the Options column.
   1. Select 1 - Deactivate Account to deactivate or suspend an account that is no longer being used. A newly created account is active by default.
   2. Select 2 - Exclude on Paid In to exclude the account and associated vendors from being used when a workstation operator performs a paid-in transaction.
   3. Select 3 - Exclude on Paid Out to exclude the account and associated vendors from being used when a workstation operator performs a paid-out transaction.
4. To edit an account, highlight the record, change the values, and then click Save.
5. To delete an account, highlight the record, and then click Delete on the toolbar.

   The application only allows you to delete accounts that are not referenced in historical reporting activity. When an account is assigned to a vendor, you cannot delete it. You can unassign the account from the vendor.

6. Click Save.