Accounts 
Type: Form
Description: Includes the information about existing merchant accounts as well as provides access to various account creation options.
Tabs:
Items:
Accounts |
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Provides access to the Accounts associated with the current Merchant.
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Merchant Account List |
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Includes the list of existing Merchant Accounts.
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ID
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Identifier of the object used for references; auto-incremented integer value. References: Merchant Account Activity.Id |
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Code
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Unique identifier of the merchant account generated by the system, divisible by 1000. References: Merchant Account.Code |
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Name
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Full name of the Merchant represented by this merchant account. The DBA name of the merchant References: Merchant Account.Name |
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Create Date
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Date when the record was created References: Merchant Account.Create Date |
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Active
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Indicates whether the record is active in the system. References: Merchant Account.Is Active |
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Modify Account
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Provides access to the account's general information with further possibility of modification. Opens Form: New Account |
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Clone Account
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Provides access to the Account's general information with further possibility of clonning. Opens Form: New Account |
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Add
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Provides access to the various new Account creation options under selected Merchant. Opens Form: New Account |
Groups |
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Provides access to the Account Groups (which are mostly used for the reporting purposes).
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Data Group List |
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Includes the list of the existing Data Groups found within the system basing on the specific search criteria.
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Code
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Code of Merchant Account to which instance of this object is attributed to. Depending on the context, Merchant Account Code field may contain either Merchant Code or Merchant Account Code. The field is primarily used for data partitioning and data management, to make it easy to determine the ownership of a record within the database. References: Merchant Account Group.Merchant Account Code |
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Name
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Name of the merchant account group (company or person). References: Merchant Account Group.Name |
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View Merchant Account
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Allows to view data group details. Opens Form: Data Group Detail |
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Add
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Provides access to the various new Data Groups creation options. Opens Form: Data Group Detail |
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