Non Accounts

Accounts > Non Accounts

Use Non Accounts to add companies that aren't yet Creditors or Debtors — for example, sales prospects. You can convert a Non Account to a full Creditor or a Debtor account.

Creating a Non Account

To create a Non Account:

Go to Accounts > Non Accounts.
From the Non Account Details window, click the New button.

Enter the following details on the Details tab:

Field	Description
Name	Enter the name of the account as it should appear throughout Exo Business.
Phone	Enter a contact phone number for the account.
Fax	Enter a fax number for the account.
E-mail	Enter an email address for the account.
Website	Enter the account's website address.
Postal Address	Enter the postal address of the account.
Type	This is a user-definable classification of the Non Account. Select the type of account that the Non Account is, or select Edit List... to create a type.
Base Price	Choose which base price to assign this Non Account to. For example, you might have set up a base price called Trade and another called Internet, and determined different pricing rules for them
Sales Person	Select a staff salesperson to assign to this Non Account. This is optional. Transactions against this account are logged against this staff member.
Postal Code	Enter the postal code if it is known or click the ellipsis [...] button and select the postal code from the lookup window.
Contact Person	The default contact for the Non Account. Contacts are set up on the Contacts tab for the account. Initially, this field is empty. After you have created the Non Account and added Contacts for it, you can specify one of them as the default here.
Notes	Enter extra information about the account.

Click Save. Additional tabs are enabled. You can edit all Non Account properties.

Converting Non Accounts to Full Accounts

To convert a Non Account to a full account:

Click the Convert to Debtor or Convert to Debtor toolbar button, depending on the type of account you want to convert the Non Account to.
Click Yes when prompted to confirm the conversion.

Note: You can restrict the ability to convert Non Accounts to Creditor or Debtor accounts by disabling the User-level profile setting Allow conversion of non-accounts to Debtor or Creditor accounts.