Jobs

To create a default reimbursement account


The Accounts List window should be displayed.

  1. Click New.


  2. Mark Detail, if it isn't already marked.


  3. Select Income from the Account Type list. (Account classifications) (Account types)


  4. Enter a number and name for the account you want to use to track your reimbursable income. Even if you've chosen to view your accounts by name, you must enter a number. (Account names and numbers)


  5. Enter the account's opening balance. This generally is today's balance. (Opening balances)


  6. If you want to set up a budget for the account, click the Budgets tab and enter the budget amounts in the window that appears. (To enter budgets for an account)


  7. Click OK.


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