Create a New House account


  1. Navigate to the Front Office module.

  1. On the left side under the Add category click House Account.

  1. Enter an Account Name and any other fields you have the information for or wish to populate.

    • Only the Account name is required.  The Account number will automatically be assigned if left blank. 

      If the entered account number is already in use a warning will be displayed upon saving.  In such cases it is necessary to select another Account Number or allow it to be auto assigned.

  1. Once the information for the account is entered click Save at the top.