EntryAce Customer Admin

Transaction Layouts

Choose which columns should appear for each transaction type. If a column should use a reusable list, create that list below and then select it from the data type dropdown.

Transaction Type Name

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Clients & Accounts

Manage this customer’s clients and keep each client’s accounts up to date.

Add Client

All Clients

Select a client to edit it and manage its accounts.

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Selected Client

Update the selected client’s details or remove the client.

Business Name First Name Last Name Address Phone

Client Accounts

Create, update, or remove the selected client’s accounts.

Choose a client to view its accounts.

Account Name Bank Name Account Identifier

Client Reference Lists

Create reusable reference lists once for this customer, then maintain the client-specific values for each list below.

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