Sales Ledger accounts can be searched for via the Account Code, Account Name, Telephone Number or Postcode by completing the fields according to the information available. To search for a Master Account, tick the ‘Search Master Accounts’ box.
A search on the first few letters will usually locate the account.
Sales Ledger accounts that fulfil the search criteria are displayed in the lower half of the screen, and can be selected for amendment by double clicking. If no record is found, select the ‘New’ option from the bottom of the screen to begin the process of creating a new Master Account.