You can access Account sub-module by clicking the LHS link Master Data > Account. Upon clicking this link, the Account page is displayed as depicted in the following figure:
The Account page displays existing Account details such as Account ID, Account Name, and Account Type. You can also click the button to select additional details to be displayed. These include Account Desc, Account Open Date, Account Funding Date, Account Close Date, Account Balance, Account Prior Balance, Customer ID, Household ID, Address1, Address2, City, State, Country, Zip/Postal code, Primary Payee ID, Primary Payee Credit Pcnt, Payee 2, Payee2 Credit Pcnt, Referral ID, and Referral Credit Pcnt.
This page also provides you options to search for existing Account records, create new Account records, edit existing Account data, copy existing Account data to create new record, and so on.
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