After completing the setup start by entering record information into the fields. Which fields will depend on the account status, account type, and portfolio.
  Click on the save button after completing the required fields.

  Click on the Add New Record Button to clear the form and continue adding records.

Update Button

 This button is used to post payments to existing accounts. It will shift the payment history fields over 1 month then clear and highlight the fields commonly used to report a payment.