Steps to Create a New Account
Navigate to the Customers section.
Click Create New.
Select Create New Account.
Enter all relevant customer details.
Click Save.
Note: If you do not see the "Create New Account" option, your system may be configured to restrict account creation to your external accounts package.
Enabling Manual Account Creation
To allow account creation directly in Weighsoft:
Hover over Administration and click Settings.
Click the Finance tab.
Select Account.
Disable the Account Created External setting.
Click Save.
Warning: Disabling this option will prevent new accounts being imported from your Accounts Package
Primary Address and Contact Setup
The address details entered during account creation will be used to generate the primary address for the account.
The contact details will be used to create the primary contact.
Mandatory Fields
Depending on your system configuration, some fields may be mandatory during account creation.
These required fields can be managed in:
Administration > Lookups > New Account/Address Defaults
Matching Account Numbers with External Systems
If your Weighsoft system is integrated with an external accounts package (e.g., Sage 50):
Ensure the account number created in Weighsoft exactly matches the corresponding account in the external system.
Mismatched account numbers will prevent data syncing and block invoice posting.
Note: This is only a requirement if accounts are being manually created. Accounts imported from Accounts packages will match automatically.