To create a new internal account, go to:
Persons > Search for the person who needs to get an account created.
Fill in search parameters > click the Search button.
Click on the person’s Identification number to view the Person details.
Once on the Person details page, go to the content menu Accounts > Accounts.
On the Accounts page > click the Create account button.
On the New account page select the Internal account type and fill in the .
Account name
Text / Number
Enter the name you would like to assign to the account.
Account type*
List
Select the INTERNAL account type.
Jurisdiction country*
List
Select the jurisdiction country.
Account class
List
Select the account class.
Default currency*
List
Select the account default currency.
Overdraft amount
Number
Enter the maximum amount of negative balance an account can have.
Account holder name*
Text / Number
Enter the account holder's full name.
Residency country*
List
Select the residency country of the account holder.
