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Home Accounts Accounts Account Types Some Account Types have special functionality, like Bank and Credit Card. Remembe Assign Account Types To assign an Account Type to an Account: Navigate to the Accounts page. Click the Assign System Default Accounts Account Defaults impact how the system processes transactions. The initial set-up Create an Account Navigate to Accounts. Click Create from the left side menu. Enter the following: Edit an Account To Edit an Account: Navigate to the Accounts page. Click the Account Number for t Delete an Account To Delete an Account: Navigate to the Accounts page. Click the blue Account Numb Close an Account To Close an Account: Navigate to the Accounts page. Click the Account Number for Reopen a Closed Account To Reopen a Closed Account: Navigate to the Accounts page. Click List All from th Export AP/GP/SP Payable To export the information associated with Accounts Payable, Grants Payable, and S Account Transfers* You can get to the account transfer page from two places in your system, either t Historical Accounts Payable* Historical Accounts Payable is a way to look back in time to see what accounts pa Pay Vouchers* The Accounts Payable (AP) section shows all open vouchers and payments due. All Account Actions* Access a specific account to view the details of that account plus the current ba Create Statement Accounts* The system allows you to customize your Fund Statements so your Fund Advisors do Sub-Accounts* You can set up a Sub-account for any existing Account in the system. You cannot c Unlink a Sub-Account* Go to Accounts from the Home page From Accounts, select the ID # of the Sub-Accou Edit Check Format* From the homepage, go to Accounts Select List All from the left side menu Click o Payroll Accounts* Payroll-related accounts will report on the I ncome Statement and B alance Sheet