Differences

This shows you the differences between two versions of the page.

--- cats:procedures:accounting:addbank [2019/06/04 14:26] – [Adding from a Scan] jen
+++ cats:procedures:accounting:addbank [2019/06/25 15:35] – [Account Types] jen
@@ Line 62: / Line 62: @@
 ====Editing Information on an Account Code====
 To update information about an account, go to **Accounting > Accts: Name/Addr > Review Account**.
-[{{:cats:procedures:addbank:accountcodes_reviewmenu.png|Navigate to Reviewing an Account code.}}]
+[{{:cats:procedures:accounting:acctsreview_accessmenu.png|Navigate to Reviewing an Account code.}}]
 Then enter the account code you want to update and pick **OK** to proceed.
@@ Line 75: / Line 75: @@
 When finished, pick **Save** from the menu to save changes.
 [{{:cats:procedures:addbank:accountcodes_savechanges.png|Click Save to save your changes and proceed.}}]
+====Account Types====
+You can set up categories of account types in CATS. These accounts differentiate special accounts stored in the Accts: Name/Addr file and can be used to filter records on reports. Some account types, such as BAN, BRO and WH must be created to use in CATS.
+  * BAN - An account must be type BAN to use this account for cash transactions in CATS.
+  * BRO - An account must be type BRO to use this account for broker contracts and invoices.
+  * WH - A special report exists for accounts designated as type WH. This report gives the dollar value of inventory by warehouse.
+Deleting the account types for BRO and BAN will remove this account type designation from existing bank and broker codes.
+===Adding Account Types===
+To add an account type, go to **Accounting > Accts:Name/Addr > Account Types**.
+[{{:accts_acounttypes.png|Add an account type}}]
+[{{:accttypes_add.png|Choose add to add an account type}}]
+Put in type and press **Apply** to continue.
+[{{:accttypes_addtype.png|}}]
+Add in a description and press **Apply** to continue.
+[{{:accttypes_adddescription.png|}}]
+The account type has been created.
+[{{:accttypes_typeadded.png|}}]
 {{tag>"add account" "bank account" "bank" "account codes" "review account" "edit account"}}{{entry>0;Accounting/Banks;-}}{{entry>0;Banks;-}}{{entry>0;Account Codes;-}}{{entry>0;Accounts/Edit;-}}
+{{entry>0;Add Account Types;-}}