If you have selected a customer or a vendor account in a journal, the details (i.e. Name, address will be displayed on the top of Journal entry screen which does not match the details on the source document, you may need to edit the account.
To do this, you need to:
1.Right-click and select the Edit accounts option on the context menu. The Account type screen is displayed.
2.Select Customer or Vendor account type.
3.Select the customer or a vendor account and click on the Edit button of theCustomer accounts list screen orVendor accounts list screen.
4.Edit the account, as necessary and click on the OK or Save button of the Customer accounts edit form or Vendor accounts edit form.
5.Click on the Close button of theCustomer accounts list screen orVendor accounts list screen.
6.Reselect the account and the updated information will be displayed on the top of Journal entry screen.
If you enter an invalid account code or account description in the standard filter options for the account lookup in the Accounts column for a transaction, a confirmation message "w Account does not exist, do you wish to create it?" (where "w" does not exist in the chart of accounts, customer accounts or vendor accounts) will be displayed.
You may configure the Account types to be included in the lookup Account lookup. On the F10:Setup Advanced tab, you may set the Account lookup type to:
•All (default) all account types,
•General ledger – All account types, except Customers, Vendors.
•Customers (only Customer accounts),
•Vendor (only Vendor accounts).
•Open item – Only those General ledger, Customer and Vendor accounts for which Open item is activated.
If you click on the No button, you will be returned to the journal entry screen, on which you may select a different account.
If you click on the Yes button, you may the Account type screen is displayed:
Select the account type for which you need to create a new account. The account types will launch the screens from the Action ribbon as follows:
1.Customer - TheCustomer accounts list screen, will be displayed on which you may use the search and filter options to locate a customer account. If the account does not exist, you may click on the New button and create a new customer account.
2.Vendor - TheVendor accounts list screen, will be displayed on which you may use the search and filter options to locate a vendor account. If the account does not exist, you may click on the New button and create a new vendor account.
3.Bank account, Tax account and General ledger account - The Accounts screen will be displayed. You may filter for that account and create the new account, if necessary.
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