Complete Accounts

The Complete Account tab allows you to create complete default accounts that include fees, disbursements and payments. Once these default accounts are created, the entire account can be brought into your file with just a few clicks.

Add New Default Account - select this link to create a new default account.

Name - Each complete account must be given a name. The name will be used as your reference when selecting which account to add to your particular file. 

Details on how to use the Fee, Disbursements/Other Charges and Payments tab can be accessed from the menu on the left.

Note - It is not necessary to Save the Complete Account until you have entered the name, any fees, disbursements/other charges and payments.