Adding an Account to the System

Accounts must be added to the Account Profiles screen before they can be added to the Chart of Accounts and combined with a profit center.

An account added to the system, appears on the Account Lookup screens and can be used as a valid account throughout the system. The Account Lookup screen can be accessed by clicking on the Search icon next to any searchable Account field.

1. From any IntelliDealer screen, click on the Configuration tab.
   The Configuration Quick Links screen will appear.

   
   

2. From the General Ledger list, click the G/L Accounts link and select Account Profile from the drop down list.

   
   

3. The Account Profiles screen appears.

   
   

4. On the Account Profiles screen, click on the Need to create an account? Click here to add link.
   The Account Profiles screen will appear.

   
   

5. On the Account Profiles screen, enter an Account Number.

6. Enter the Name of the account.

7. Select the Type of account:

   • Balance Sheet

   • Profit or Loss

   • Expense

8. Select whether the account is an Asset or Liability account from the drop down list.

9. Select the Memo Account checkbox to add a memo account onto the account profile.

   
   

10. On the Account Profiles screen, click the Save button to save the new account profile and return to the Account Profiles screen.
    - or -
    Click the Save & New button to save the new account profile.
    The Account Profiles screen will refresh allowing you to add another account profile without closing the screen.