Entering Account Records

Concepts

This tool lets you enter account records for many people at once very quickly. You can enter account records from within each person's profile, or by right-clicking on the person, but this is faster and simpler when doing these entries in bulk.

Steps in this task

1. From the Data entry panel, click on Enter account records.
   
2. For each person, one at a time, type in their last name, date of birth, phone number, e-mail address, kiosk ID or 5-digit basic ID. You can also click on the "..." button to bring up the person lookup tool.
3. Select the Account to be credited.
   
4. Enter the Date, Amount, and, if applicable, Check/draft number and any Comments.
5. Click the Save button, then repeat from step 2 for any additional records.

Right-click on the Account field to bring up a popup menu with the options Show flat and Show by account number. Selecting one of these options changes how the accounts are shown and puts them in a different order which may be more useful to you.