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Adding a New Financial Account

By K. Romeo — August 22, 2025

Adding a New Financial Account

 

To Add a New Financial Account
 

1. Mouse-Over on Payments Menu

2. From drop down, select New Financial Account

3. A new editable window opens up

4. Fill in the Name

5. Select the Financial Account Type from the drop down menu

6. Fill in a Description

7. Click Submit

 

 

 

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