Adding Accounts in Accounts Receivables

Digital Dining Back Office

Adding Account Types

• Click on A/R
• Highlight A/R Account Setup
• Highlight A/R Account Types & click on it
• Click on Next to scan through the list
• If you need to add an account type, click on Add
• Enter the description for the Account Type & hit Tab
• Click on the ↓ next to the receipt type & choose All
• If this Account Type is tax exempt, click on the box next to Tax Exempt so that an x appears in it
• Click on Save
• Repeat for any other Account Type to be added
• Click on Exit to get out

Adding Accounts

• Click on A/R
• HighlightA/R Account & click on it
• Type in the account number for this account (you must create an account number; the system will not automatically assign one)
• Type in the account name (i.e. John Smith)
• Type in the Sort Name (Smith if you want to look up this account by last name or John if you prefer to look up this account by first name)
• Choose the account type (click on the ↓ next to Account Type to get the list)
• Type in the credit limit (if there is one – this means that once the credit limit is reached, a manager’s password will be required to charge to the account)
• Type in the contact information (this information is optional)
• Type in the address
• Type in the phone number (this information is optional)
• Type in the fax number (this information is optional)
• If a manager approval is required to charge to this account, click on the box next to Limit Use so that an x appears in the box
• Click on Save
• Repeat for all accounts to be added
• Click on Exit when finished