Managing Persons, Businesses, and Accounts

Adding a Person or Business

Add a Person or Business by navigating to the Persons or Businesses pages. Then, click the + New Person or + New Business button in the top right corner.

Fill out the appropriate details - and you’re done!

Adding an Account

To add an account, navigate to the Person or Business that you’d like to associate the account with by selecting them in the table. Then, scroll down to select “+ New Account” to create a new account.

Fill out the appropriate details - and you’re done!