cats:procedures:accounting:addbank

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cats:procedures:accounting:addbank [2019/06/11 14:19] – [Account Types] jencats:procedures:accounting:addbank [2019/06/25 15:35] – [Account Types] jen
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 ====Account Types==== ====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 and will be hard coated in CATS. +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.    * 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.    * BRO - An account must be type BRO to use this account for broker contracts and invoices. 
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 Add in a description and press **Apply** to continue. Add in a description and press **Apply** to continue.
 [{{:accttypes_adddescription.png|}}] [{{:accttypes_adddescription.png|}}]
 +The account type has been created.
 [{{:accttypes_typeadded.png|}}] [{{:accttypes_typeadded.png|}}]
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 {{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;-}} {{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;-}}
  • cats/procedures/accounting/addbank.txt
  • Last modified: 2019/06/06 16:01
  • (external edit)