Add Account Type
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Enter the Display Name of the Account Type.
Refer to Understanding Accounts, Account Groups, Account Types and Account Categories for more detail of Account Types.
The Display Name is a Required field (
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Select the applicable Account Category by Left Clicking on it in the list.
Refer to Understanding Accounts, Account Groups, Account Types and Account Categories for more detail of Account Categories.
The Account Category is a Required field (
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If the Account Type is a sub type of another Account Type, then select or add the Parent Account Type.
Refer to Understanding Accounts, Account Groups, Account Types and Account Categories for more detail of Account Types.
The user selects the Parent Account Type by Left Clicking on the Drop Down List Box (
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Select the applicable Account Type by Left Clicking on it in the list. Should the user want to enter a New Account Type, it is done by Left Clicking on the Add Button (
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