Visma Net
Add a subaccount
Before you proceed
- In the Segment keys (CS202000) window, be sure the structure of the subaccount has been configured.
- Review the meanings of the subaccount segment values in your organisation. You define valid values by using the Segment keys (CS202000) window for segments requiring validation.
- Got to the Subaccounts (GL203000)window.
- In the table toolbar, click to append a blank row
to the table.
The input mask for subaccounts is shown in the Subaccount column for the new row.
- Create the subaccount segment by segment by using one of the following methods, depending on
whether the Validate check box is selected for the
segment in the Segment keys (CS202000) window:
- If the Validate option is selected, select the segment value from the list of predefined values.
- If the option is not selected, type a value for the segment. Only the number of characters and the type of string (specified in the Edit mask field in the Segment keys (CS202000) window) will be validated.
- Make sure the Active check box is selected for the subaccount.
- Optional: In the Description column, briefly describe the subaccount.
- Click in the window toolbar.