Add Account Type

 

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 ().The user is required to Enter a Display Name for the corresponding new Account Type. Should the user not Enter  a Display Name and attempt to Save () the information the system will give an indication  () that this is compulsory information.

 

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 ().The user selects the Account Category by Left Clicking on the Drop Down List Box (). When this is done a list of available Account Categories will be displayed. Should the user not Select  a  Account Category and attempts to Save () the information the system will give an indication  () that this is compulsory information.

 

 

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 (). When this is done a list of available Types will be displayed.

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 (). When this is done the Add Account Type Page will be displayed (Refer to Add Account Type).

 

 

This field is for future use and is Not Applicable and inactive.

 

The Print Order field is used to define the order in which Accounts will be printed when the Trial Balance is printed.

 

The Print Order is a Required field ().The user is required to Enter a Print Order for the corresponding new Account Type. Should the user not Enter  a Print Order and attempt to Save () the information the system will give an indication  () that this is compulsory information.

 

When all information has been entered the Account Type is saved by Left Clicking on the Save Button (). Should the user want to Cancel the Add Action, Left Click on the Cancel Button ().

Left-Click this Checkbox in the case that the pertaining Account Type being added/altered is a Bank Account.

Left-Click this Checkbox in the case that the pertaining Account Type being added/altered is a Provisional Account Type.