A name, an account category and either a city or an email adress are the only required fields for creating a new account, all further details are optional. Mandatory fields are underlined by default.

1. Go to the   Home tab on the function bar.
2. Click on the dropdown triangle next to Accounts and select New.
3. A new account will open on the   General tab. All the basic details for this account can be entered on this tab. Further information can be found on additional tabs in the side navigation.