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Topics Discussed Below

Official Account - Addresses

Adding a New Address

Associating an Address to an Account

Adding a Mailing Address

Removing an Address from an Account

Official Account - Addresses

Viewing Associated Addresses

1.    Click the Accounting menu.

2.    Within the Navigation pane, click Accounts, then Official Accounts.

3.    To populate Account list, you must either:

·         Within the search box, type the account number or portion of the number and then click the magnifying glass.

·         Click the Show All button.

4.    The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.    Within the Show ribbon group, click the upper portion of the Addresses button.

6.    The window displays two panes of information. The top pane displays a list of addresses currently associated to the account and the lower pane displays a list of all address currently within your database.

7.    If the information in the top pane does not readily populate, you can search for an address by typing in the name or portion of the name within the search text box or click the Show All link.

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Adding a New Address

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts, then Official Accounts.

3.     Depending on the amount of records within your database, the list may not readily populate, to populate the list perform one of the following actions:

·         Within the search box, type any portion of the record, this could be the account number, organization name, site name, etc. and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.   Within the Show ribbon group, click the lower portion of the Addresses button to access a drop-down menu. From the menu, click Add New Address.

6.   The Address window opens. Complete the following fields for the address (required fields are marked with an asterisk (*)):

·         Address Label – type the address label. For example, work, home, etc.

·         Street* – type the mailing address.

·         City – type the city name.

·         State/Province – type the state abbreviation, province name or other designation.

·         Zip Postal – type the 5-digit zip code.

·         Zip Plus 4 – type the 4-digit code displaying after the standard zip code, if applicable.

·         Country/Region – type the country abbreviation.

·         Address Type – click the drop-down arrow to access a list, from list select the address type.

7.   Within the Actions ribbon group, click Save (to save and stay) to continue working with the account, or click Save & Close (to save and exit) to return to the Accounts list.

Once you have added the address into the system, you must                     associate it to the account. 

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Associating an Address to an Account

1.    Click the Accounting menu.

2.    Within the Navigation pane, click Accounts, then Official Accounts.

3.    To populate the Account list, you must either:

·         Within the search box, type the account number or portion of the number and then click the magnifying glass.

·         Click the Show All button.

4.    The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.    Within the Show ribbon group, click the upper portion of the Addresses button. The window displays two panes of information. The top pane displays a list of addresses currently associated to the account and the lower pane displays a list of all address currently within your database.

6.    To populate the information in either pane:

·         Within the search box, type a portion of the address and then click the magnifying glass.

·         Click the Show All button.

7.    To associate an address to an account, find the address within the Available Addresses pane and double-click the address. The address displays in the Addresses for Account pane.

8.    To associate additional addresses, repeat steps 6 and 7.

9.    Within the Actions ribbon group, click Save (to save and stay) to continue working with accounts, or click Save & Close (to save and exit) to return to the Accounts list.

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Adding a Mailing Address

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts, then Official Accounts.

3.     Depending on the amount of records within your database, the list may not readily populate, to populate the list perform one of the following actions:

·         Within the search box, type any portion of the record, this could be the account number, organization name, site name, etc. and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.   Within the Show ribbon group, click the upper portion of the Addresses button. There are two ways to populate the list of Address for the Account:

·         Within the search box, type the account number or portion of the number and then click the magnifying glass.

·         Click the Show All button.

6.   Once the list populates, highlight the address within the Addresses for Account pane.

7.   Within the Show ribbon group, click the lower portion of the Address button to access a drop-down menu. From the menu, click Make Mailing Address.

8.   Alternatively, right-click the address within the list to access a pop-up menu and from the menu select Select this address for mailing bills.

9.   Within the Actions ribbon group, click Save (to save and stay) to continue working with accounts, or click Save & Close (to save and exit) to return to the Accounts list.

10. To ensure the address is now the mailing address, within the Show ribbon group click the Billing Account button. Within the Account pane, the mailing address now populates with your selection.

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Removing an Address from an Account

1.    Click the Accounting menu.

2.    Within the Navigation pane, click Accounts, then Official Accounts.

3.    To populate the Account list, you must either:

·         Within the search box, type the account number or portion of the number and then click the magnifying glass.

·         Click the Show All button.

4.    The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.    Within the Show ribbon group, click the upper portion of the Addresses button. There are two ways to populate the list of Address for the Account:

·         Within the search box, type the account number or portion of the number and then click the magnifying glass.

·         Click the Show All button.

6.    Right-click the address to access a pop-up menu and select Remove from this account.

7.    The address redisplays in the Available Address pane.

8.    Within the Actions ribbon group, click Save (to save and stay) to continue working with accounts, or click Save & Close (to save and exit) to return to the Accounts list.

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