CNA L&P - Accounts: Adding accounts in a stand alone organization

How do add accounts in a stand alone organization? 


Standalone Organizations
If your organization uses a standalone chart of accounts, you can use the following procedure to add a new account.

Accounts > New Account 

Fill in the Description field

Choose the Account Type from the drop down menu

Complete the remaining fields

Click Submit to save

If you have another account to enter click New Account

And repeat the process. 

Note: You must click New Account each time you want to create a new account. 

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