New accounts in trading accounts

How do I add a new account to my Trading Accounts?

To do this you must have first added the account to the Chart of Accounts.

If you have not done this, follow this link: https://support.practicalsystems.com.au/Articles?id=639

Step 1

Click on the Transactions > Trading Accounts menu option.

Step 2

Click on the relevant enterprise, then click on the Setup tab.

Step 3

Click on an account that is already there and press the down arrow on your keyboard.

Step 5

Type in the account code on the new line. 

Step 6

Click on the Close button to save the changes.