Before beginning this instruction, please review the Account Structure Manual. 

 

Each business unit must have the appropriate accounts attached to it for use. If many accounts need to be added, they can be copied from an existing business unit. However, if only a few accounts need to be added, and they are not in a range, they can be added on an individual basis. To add accounts on an individual basis, please follow the work instructions for Adding Accounts to Business Units - Agency. 

 

Each business unit must have the appropriate accounts attached to it for use. These can be copied from an existing business unit. 


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