When accessed the first alphabetic account is displayed by default. Click the List button to select other accounts or use the New button to create a new name, or the Delete button to delete an existing account.

Use the check boxes at the top of the box to decide which ledgers the account will appear on. The display will provide you with an option to create Invoices in a foreign currency, by selecting the currency required.

The ‘Security Cleared’ check box allows entry of a date.

This screen is also used to sort your customers into categories. I.E. Shipper, Importer, Agent, Broker, Forwarding Agent etc. The carrier type is used in the tariff. The display defaults to a check in the Delivery Address and Pickup Address check boxes. This means that delivery and pickup are made to or from the current address. Clearing either of these boxes, brings up a list of current addresses, choose one of these to give a different delivery or pickup address.

Displays in red if within two weeks of expiration.