> For the complete documentation index, see [llms.txt](https://docs.rmhpos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/accounts-receivable/setting-up-account-managers.md).

# Account managers

You have the option of assigning account managers to AR accounts.

1. Click **Setup**.
2. Expand **Customer**.
3. Expand **Account Receivables**.
4. Click **Account Managers**.
5. Do one of the following:

* To add a new account manager, click **New**.
* To edit an existing account manager, select it and click **Edit**.
* To copy an existing account manager, select it and click **Copy**.

6. Enter information about the account manager.

<details>

<summary><img src="/files/Bdprh8VktJ8YD1YS6AjL" alt="" data-size="original"></summary>

<table><thead><tr><th width="250.4444580078125" valign="top">Field</th><th valign="top">Description</th></tr></thead><tbody><tr><td valign="top">Code</td><td valign="top">A unique code that identifies the account manager.</td></tr><tr><td valign="top">Name</td><td valign="top">The name of the account manager. Click the full name selection box if you want to include a title, middle name, or suffix like Jr.</td></tr><tr><td valign="top">Inactive</td><td valign="top">Select this option to deactivate the account manager.</td></tr><tr><td valign="top">Phone</td><td valign="top">The account manager's phone number.</td></tr><tr><td valign="top">Mobile</td><td valign="top">The account manager's mobile phone number.</td></tr><tr><td valign="top">E-mail</td><td valign="top">The account manager's email address.</td></tr></tbody></table>

</details>

7. Click **Save And Close**.


---

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