How to create an Account
Accounts must be linked with Bank Accounts. If you are adding a new account, make sure you add a Bank Account first. See here for information on creating a new bank account here.
Go to Financial and select Accounts.
This will take you to the Accounts Manager page. In the Accounts box, Click Add Account.
When you click on Add Account, a new window appears. Type in the name of the account, select the Bank Account that this account will be linked to and if you have more than one filer committee, select what filer committee this account is for.
Click Add. You should receive a confirmation that the addition was successful.
Click Close.
The page will refreshes and the new addition will be saved under Accounts.
What’s next?