OVERVIEW
The Accounts module on DRIVE, allows users to build a personalised view of the Nominal Accounts.
Each user builds their own view but can view other staff members’ setups.
USING THE MODULE
This module is found under DRIVE Desktop, if you do not have access to this module please contact
your DRIVE Administrator.
Figure 1
This module is a broken down version of the Nominal Ledger Accounts screen. Like on DRIVE
communications, the view is based on the staff selected. Users have one view that they use to
review account balances at a glance.
Figure 2
Users can add accounts by using the New select New.
icon or right clicking anywhere on the screen to
5 | P a g eDRIVE 2.1 Accounts Relate Software
Figure 3
Select an analysis code and select OK. This will add the account to the screen.
SHORTCUTS
Budget
- Use this shortcut to view the nominal account Budget
Ledger Card
- Highlight a nominal account and use this shortcut to view the code’s ledger card
Nominal Balances
- Highlight a nominal account and use this shortcut to view the code’s balance per period