The Parties Selection page allows you to create and select individuals, organizations or sole proprietorships for an account.
Simply browse or search for the desired party and select it.
The following table describes features of the Parties screen.
| Feature | Description |
|---|---|
 |
Allows you to create a new Individual party for use with an account. |
 |
Allows you to assign a primary party as the Account Holder. |
 |
Allows you to select any optional additional parties to be associated with the transaction. |
| Party Entry | Hovering over an entry highlights it as well as provides access to the Delete button,
allowing you to delete the party from the system. Clicking the right arrow expands the
parties information (shown below). |