Add Accounts 
To create Accounts click the Accounts, Statements tile on the Process Map to open up the Statements Screen.
Any accounts that have been previously setup will show on this screen. To add an additional Account click the Add Account 
button.
The fields required to setup a new Account are:
- Entity: This is the Entity that the Bank Account belongs to. Either an individual, or a company. Valid8 allows you to setup an Entity structure so that you can load up bank accounts across multiple entities and trace all the transfers between accounts and entities. The first Account that is setup will need a new Entity. This newly created Entity can then be used for subsequent Accounts. Select Create New Entity to create the first Entity. A new field New Entity Name will open up, use this to enter the Entity Name.
- Financial Institution: The owner of the bank account – the financial institution, the bank name or credit union name.
- Acct Type: The type of bank account, options are - Checking (Default), Savings, Credit Card, or Brokerage.
- Currency: The currency of the account, defaults to USD $. This will control what currency symbol shows in front of all transactions for this account.
- Acct Number: The number assigned to the bank account. Recommendation to enter the full account number here for reference purposes.
- Source of Evidence: Defaults to File Upload.
- Name: The name that you assign to this account. This name shows on all the other screens, so make sure that you can distinguish the account from the name. See the recommended naming convention on the screen for help on how to name accounts.
- Description: The description you want to assign to this Account.
Account Type can not be changed so make sure you have selected the correct type before saving
Click Save and Close or Save and Add Another if you want to create another account.
New Accounts can be added at any stage in the process. It is quite common for an account to be added after Statements have been processed as this process can identify an account that is not yet created.
Editing Accounts
To edit Account details, click the select box on the account you want to edit and then the edit button. 
Searching for Accounts
To search for a specific account(s) use the Filter on the grid header. 
This will search against the Entity, Institution, Account Number, Name and Description fields.