How to Assign Financial Account information to the Appropriate Records

How to Assign Financial Account information to the Appropriate Records

The Financial Accounts integration does not match each account to one of your client’s records automatically. This is because the program making assumptions could lead to catastrophic misassignment of account information.

To avoid that, assign the accounts to the appropriate records manually, once the integration is activated.

To do this:

  1. Go to the Financial Accounts workspace.
  2. Click on an Account Number to open the record for that account.
  3. Click the Add button on the Summary tab. A new window will open to add an Account Relationship.

  4. Select Contact in the Entity field. Then select a Relationship Role for them. Click OK to associate them with the account. Repeat this step for each appropriate person and Relationship Role.


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