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Parent Accounts

ver. 1.0

 

Parent Accounts refer to an account hierarchy. This allow accounts to be related in a hierarchy by using a 'parent account' field to link them together.

 

To add a Parent Account go to:

  • Create New
  • Add Account

 

 

Adding a Parent Account by "Create New"

“Create New” and select “Account”.

Parent_Account_01.png

Select “Quick Add”.

Parent_Account_02.png  

On the "Basic" tab, search an existing account in Kapta that acts as a the "parent". Fill in the other information need for adding an account. Click "Save".

Parent_Account_03.png

 

 

Adding a Parent Account by "Add Account"

Click the Parent Account.

Parent_Account_05.png

 

On the account page, click "Sub Accounts".

Parent_Account_06.png

 

Click "Add Account". Create your account

Parent_Account_07.png

 

 

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