Account types are the types of account codes. Examples include liability, asset, revenue or expense. Account types can be assigned to account codes when user manage chart of accounts.

How It Works

  1. Find Settings on Navigation Bar located on the left side of the screen > Navigate to Finance
  2. Under Finance, click Account Types > click Add New
  3. In the Code field, enter the account type code
  4. In the Name field, enter Name
  5. In the Description field, describe account type
  6. Set Status slider to Active
  7. Click Save




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