Setting Up Accounts

Asset records have multiple attribute options, many of which are set up as dropdowns including Departments, People, Projects, Asset Types, Manufacturers, Models, Vendors, Accounts, Conditions, and Statuses.

Accounts

Accounts can be used to record financial groupings such as G/L accounts, cost centers or grant numbers.

To create an Account, click the image-png-Oct-19-2021-07-56-38-86-PM button and enter:

  • Account

account

Click Save to create the Account.

To delete an Account, click on it in the grid and make the desired changes.

To import Account information, click the image-png-Oct-19-2021-07-57-17-10-PM button and follow the import steps.

To export Account information, click the image-png-Oct-19-2021-07-50-43-38-PM button and follow the export steps.