Create sub-account

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This is where you will be able to create a sub-account. A sub-account is another Netcash account that is linked to your main/primary account. It acts like a pocket account to your main account. It has its own Netcash account number, and you can process a completely different service on this account to what you are processing in your main account; this would make reconciling much easier. You are also able to have multiple sub-accounts.

Select Account Profile
Click Registration profiles
Select Create sub-account

The following is what you are required to complete when creating a new sub-account

Account detail: Insert the name that you would like to call this account; this will be reflected next to the Account name/Trading name of your main account
Contact details: Insert all your contact details such as web address, contact numbers and a description of your business
Physical address detail: Insert the Physical address of your business
Postal address detail: Insert the postal address of your business
Bank details: Insert the bank account details that will be linked to this sub-account
Abbreviated name: This would apply if you will be making use of Debit orders on this sub-account; you can select to either keep the abbreviated name as per the main account or create a new abbreviated name for this sub-account
Account users: You can select which users you would like to be active on this sub-account
Complete: Once you are happy with all the information captured, click Complete

Combined, the primary and sub-account names may not exceed 50 characters

Accessing sub-accounts

Select your sub-account from the drop-down menu on the top right-hand side of the Netcash homepage above your Netcash account name and number

Alternatively, click on the Accounts tab and select the sub-account by clicking on the pencil icon.

Create sub-account

Accessing sub-accounts

Create sub-account

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