How to create an account in SendSuite Xpress or Ascent

Products affected: SendSuite® Xpress, Ascent™
To create a new account:
  1. Open SendSuite® Xpress Setup or Ascent™ Setup:
  • In SendSuite Xpress, select Start > All Programs > Xpress > Xpress Setup.
  • In Ascent, select Start > All Programs > Ascent > Ascent Setup.
  1. Sign in if required.
  2. Select Tables > Account.
  3. Select the Add button at the top of the page.
  4. Enter the account information.
Note: The only required field is the Account Code field, unless you have budgeting enabled. If budgeting is enabled, then in order for the account to work, you will need to enter information in the budget section.
  1. Once you are finished adding the new account information, select OK in the upper left to save.
UPDATED:  August 15, 2016