9.8.5. Subaccount Numbers

To access the master list of Subaccount Numbers, select the "Subaccount Numbers" option. The following screen will appear:

Subaccount Numbers Master List

The "Subaccounts" screen displays information on all existing Subaccounts, including Subaccount Number and Subaccount description.

The use of Subaccounts can be enabled or disabled by default at the system level.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
NEW: Opens screen for creating a new Subaccount Number.
EDIT: Enables you to edit highlighted Subaccount Number. The edit screen is the same as that for creating a new Subaccount Number—except that when editing, the fields will contain Subaccount Number information. Double-clicking on a Subaccount Number will also bring you to the editing screen.
VIEW: Highlight a Subaccount Number and then select this button to reach a read-only view of the "Edit" screen.
DELETE: Highlight a Subaccount Number and then select this button to remove the Subaccount Number from the list.

Right-clicking on a Subaccount in the list enables you to select from the following menu options:

View: Highlight a Subaccount Number and then select this button to reach a read-only view of the "Edit" screen.
Edit: Enables you to edit highlighted Subaccount Number. The edit screen is the same as that for creating a new Subaccount Number—except that when editing, the fields will contain Subaccount Number information. Double-clicking on a Subaccount Number will also bring you to the editing screen.
Delete: Highlight a Subaccount Number and then select this button to remove the Subaccount Number from the list.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

To add a new Subaccount Number, select the NEW button. The following screen will appear:

Create New Subaccount Number

When creating a new Subaccount Number, you are presented with the following options:

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without creating a Subaccount Number, returning you to the previous screen.
SAVE: Creates the Subaccount Number and adds it to the master list of Subaccount Numbers.