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cats:procedures:accounting:addbank [2019/06/06 14:37] – [Editing Information on an Account Code] jen | cats:procedures:accounting:addbank [Unknown date] (current) – external edit (Unknown date) 127.0.0.1 | ||
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- | ====Adding | + | ====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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