Create or edit an account

All mandatory fields are indicated with an asterisk (*).

Create an account:

  1. Go to Configuration > Administration > Accounts.

  2. Click New. A blank account record opens.
  3. Enter Account No.
  4. Enter Account Name.
  5. Click + to select a provider.
  6. Select a Currency.
  7. Select a Hierarchy definition:

    • If you select Level, select a Level value: Child or Parent.

      Note: Select Parent if you are going to associate other accounts as subaccounts or child accounts.

    • Select Standalone if the account will not have any subaccounts or parent/child relationships.

  8. Select an Account Type.

  9. Click + to select Account Responsible.

    Note: This is the employee responsible for the account.

  10. Click + to select the Cost Center.

  11. Enter Comments. Optional.

  12. If applicable, select Locks:

    • Select Prevent Manual Update to stop any manual updating of information.

    • Select Prevent Auto Update to stop any information being overwritten during invoice loads.

    • Select Is In AP to identify that the account is managed by the Manage Service Team.

  13. If applicable, expand the Billing Information section.

    1. Select Expecting Invoice to load the expecting invoice data to the account.

    2. Select Is Billing Account to indicate the account should be processed for payment.

      1. Enter a Vendor Payment Due Date. Mandatory.

      2. Enter the AP Due Date.

      3. Enter the Late Payment Policy.

      4. Select Payment Type.

      5. Click + to select a Remittance Address.

  14. Click Apply to create the account entry or click Cancel to exit without saving your changes.

Edit an account:

  1. Go to Configuration > Administration > Accounts.
  2. Click on the account entry in the account list to open.
  3. Update the information.
  4. Click Apply to save your changes.

Additional Attributes

For some account records, there is a particular section that holds information which can only be activated by the support team at Cimpl from a client request. This is the Additional Attributes section. This section is not displayed until someone requests its configuration. Once configured these can be viewed and edited in the Additional Attributes section of the Account record.