Add Account Codes

Add Account Codes

To add an account code, click on “Configuration” & select “Account Code”; then, click the “+” in the upper/right. Enter the code and description for the account code. Click “Save” at the bottom of the page. 

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    • Edit Account Code

      To edit an account code, click on “Configuration” & select “Account Code”; then, hover over the Action icon to the left of the account code, & select “Edit”. Make changes as needed; then, click “Save”.  

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             (Best Practice:  Search for the user account in User Management prior to creating a new account to ensure there is not an existing account previously created.)             To add a new user account, click on “User Management”; then, click the ...

    • Inactivate/Delete Account Code

      To inactivate/delete an account code, click on “Configuration” & select “Account Code”; then, hover over the Action icon to the left of the account code, & select “Delete” or “Make Inactive.”    An account code cannot be deleted if it is associated ...

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      To add a member to the account, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, & select “View User Options”. On the View User Options page, click “View Members”; then, click the ...

    • Add Charge

      To add a charge, click on “User Management” & search for the user’s account.  Next, hover over the Action icon to the left of the user, & select “Add Charge”.  The Add Charge popup will open; select the session you wish to apply a charge to from the ...

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