Making a Debtor Account Private

A debtor account can be set to be a private account. If the Configuration Assistant has been set up to disallow access to private accounts, then when you try to open a debtor account from the search window, you will be blocked.

(Each user is part of a user profile, and this profile setting can be set differently for each user profile, for example giving management visibility of all private accounts, but preventing admin staff from viewing them.)

1. In the Debtor Accounts window, double-click on the debtor account you want to make private.

2. In the Details1 tab, tick the Private Account checkbox.

3. Click Save.