Account Type

The Account Types tab displays the different types of accounts within accounts receivable.

When initially adding a customer account, the user must identify the type from a drop down list. The list displays the contents of the A/R Account Type profile.

Generally, these type codes relate to the invoice process and the reason for the customer account, such as: employee benefits, rentals of school gymnasiums, as well as defining if the account is an actual accounts receivable account, or a miscellaneous account.

The Account Type tab has the following options:

•Add

•Edit

Add

Use the following steps to add an account type:

1. Click on the System tab, click Settings, and select Accounts Receivable.

2. Click on the Account Type tab.

3. Click on the Edit button to make fields available.

4. Click on the Add New button.

5. In the new line, under the Code column, enter a unique, two (2) character, alphanumeric code.

6. Enter an Account Type Name.

Note: Click on the Delete icon to remove a line in the grid.

7. Enter a note in the New Note field.

Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.

8. Click on the Save button to confirm the new bank code(s), or click on the Undo button to remove all input information and reset the fields to their default values.

Edit

Use the following steps to edit the account type:

1. Click on the System tab, click Settings, and select Accounts Receivable.

2. Click on the Account Type tab.

3. Click on the Edit button to make fields available.

4. If applicable, update the Code and/or Account Type Name for any line items. The Code field will be unavailable to change if it is in current use within the application.

Note: Click on the Delete icon to remove a line in the grid.

5. Enter a note in the New Note field.

Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.

6. Click on the Save button to confirm the changes, or click on the Undo button to remove all input information and reset the fields to their default values.