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cats:procedures:accounting:addbank [2019/06/04 14:25] – [Adding the Code] jen | cats:procedures:accounting:addbank [Unknown date] (current) – external edit (Unknown date) 127.0.0.1 | ||
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If you have this option enabled, then you can add account codes from the area found under the **Accounting > Accts: Name/Addr > Scan Accounts** menu option. | If you have this option enabled, then you can add account codes from the area found under the **Accounting > Accts: Name/Addr > Scan Accounts** menu option. | ||
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From the scan you can see and order accounts by Type. | From the scan you can see and order accounts by Type. | ||
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====Editing Information on an Account Code==== | ====Editing Information on an Account Code==== | ||
To update information about an account, go to **Accounting > Accts: Name/Addr > Review Account**. | To update information about an account, go to **Accounting > Accts: Name/Addr > Review Account**. | ||
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Then enter the account code you want to update and pick **OK** to proceed. | Then enter the account code you want to update and pick **OK** to proceed. | ||
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When finished, pick **Save** from the menu to save changes. | When finished, pick **Save** from the menu to save changes. | ||
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+ | ====Account Types==== | ||
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+ | 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. | ||
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+ | Deleting the account types for BRO and BAN will remove this account type designation from existing bank and broker codes. | ||
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+ | ===Adding Account Types=== | ||
+ | To add an account type, go to **Accounting > Accts: | ||
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+ | Put in type and press **Apply** to continue. | ||
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+ | Add in a description and press **Apply** to continue. | ||
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+ | The account type has been created. | ||
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