Before adding customer accounts you should be familiar with the general concepts involved. In particular see the section Adding Accounts.
Customer accounts are added to the Account Setup window of an Accounts Receivable report.
Click the Account Receivable report (i.e. NewViews/Report/Accounts Receivable) in the NV2 Database Explorer.
If the top right window is not the Account Setup window, click the window list button at the left of the title bar that reads /REPORT/(report name) and choose Account Setup.
Activate the line above or below where you want to add the new account. (This step is not crucial as the account can always be moved later, see Moving Accounts for more information.)
Issue the command Edit>Insert to add the new account above the active line or Edit>Append to add the new account below the active line. NOTE: The positioning of the new account is only an issue if the report is in line (interactive) order. If the report is in account description or name order, the Edit>Insert and Edit>Append commands can be used interchangeably since the account will automatically be placed in the proper position.
In the Account Type field, press <F3> and select Accounts Receivable (press <Enter> or double click to select).
In the Name field, enter the customer's account name. You can use any combination of letters, numbers, hyphens and underscores, and the name can be as long as you want. Account names are automatically converted to upper case characters. NOTE: You cannot have more than one customer account with the same account name.
In the Description field, enter the customer's description (usually the company name). You can use any combination of letters, numbers, spaces or special characters and the description can be as long as you want.
When you enter AR (Accounts Receivable) in the Account Type field, debit is automatically entered in the Normal Balance field, perpetual is entered in the Normal Rep field, and active is entered in the Active field. The name of the Accounts Receivable report (e.g. AR) is automatically entered in the Report field when the new account is first added to the report.
Enter the appropriate total account names in the Totalto Name fields to ensure that the report totaling structure includes the new customer account. See Report Arithmetic for more information on totaling.
The new customer account will automatically be saved when you move off the line. At this point, postings can be added to the account, and the total accounts receivable account and all related accounts and reports will immediately be updated.
You can add the customer's address and shipping address information now or later. To add address information, activate the customer account and then use the window list button in the bottom right pane to choose the Address Information window. To add shipping address information, choose the Shipping Address window.
You can accept the default trade tax settings for the customer account, or you can override these defaults. To override the default trade tax settings, use the window list button in the bottom right pane to choose the Trade Information window and make any required changes. See Trade/Tax Settings for Customer Accounts for more information.
The Report field can be used to move the account from one report to another (e.g. if you have more than one AR report and want to move a customer account from one AR report to another). See Moving Accounts for more information.
The T field is blank for customer accounts. This field displays the number of accounts that total to any total account on the report (it is generated automatically). For more information, see Report Arithmetic.
If you have additional information you want to store for a customer (e.g. alternative contact information, hours of business, etc.), you can add it to the Notes window for that customer. Use the window list button in the bottom right window to access the Notes window.
NOTE: Customer accounts can be added to both the accounts receivable (AR) account table and reports.