The workbench streamlines the management of client and vendor information via the Account System. This system serves as a centralized hub, consolidating all relevant data in one location.
Ownership of an account is attributed to either a Person or a Company, selected from the primary contact repository. This designation is crucial for correctly associating accounts with their respective counterparties.
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Accounts can be organized hierarchically by establishing parent/child relationships, creating Subaccounts. In this structure, a Subaccount inherits all parameters from its parent account unless specifically overridden.
