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All accounts must initially be set up as Master Accounts and can then be "Installed" at a divisional level. Select the relevant Division from the Display drop down box to start installing Master Accounts. If you do not use Divisions then just select your company name from the Display drop down box.

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Clicking on the Edit Accounts hyperlink that can be found to the right of your screen will take you to the Division Accounts list where you can select the accounts you wish to install

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Go through the list and ensure all required accounts are Installed (tick to Install)or untick any that are not required. You can also edit account names if required. Click the Save button located at the bottom of your screen to save your changes. Note: Where the account is a header account, it must be removed from the Division at the Master accounts level.

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