Account records are used to track costs in MVP One. Account records are generally applied to Part records. Then when the Part is involved in a transaction, the cost will be applied to the Account's budget.

 

Creating New Accounts

To create a new Account use the following steps:

1. Select Accounting.
2. Select Accounts.
3. Select New. 
4. Enter Account name.
5. Enter a description and any budget information.
6. Select Save.

 

 

How to Fill Out an Account Record

 

General

Account: This is the name of the Account record.

Description: This field is used to provide additional details about the Account.

Budget: This section is used to provide a monetary budget for each month.

 

 

Budget Transactions

 

Select "Calculate" to fill out the Budget section with the transaction amounts for each month.

Select one of the "Variance" amounts to fill out the Budget Transactions table below the calendar. This will display all of the transactions on the Account for that month.