Skyline Installation

Creating Internal Account Codes

Creating Internal Account Codes

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Creating Internal Account Codes

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Creating Skyline or Internal account codes is a quick way of getting your Skyline installation up and running with minimal fuss. You can create new account codes or change existing ones.

To setup and manage internal account codes:

1.Log in with Administrator rights and go to Admin.
2.In the Orders section click Accounts.
Orders-Accounts
3.All the current account codes are listed. From this screen you can manage existing account codes and create new ones.
AccountCodeWindow

To add a new account code:

1.Click Add new record. New fields become available.
AccountCode-Add
2.Enter the new account code and a description for the user. The details section is an optional field.
3.Click Icon-Save to save the new account code.

 

To edit an existing account code:

1.Click Icon-Pencil next to the account code to be amended.
2.The account detail fields are shown. Make the amendments as required.
3.Click Icon-Save to save the changes.