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cats:procedures:accounting:addbank [2019/06/06 15:35] – [Account Types] jen | cats:procedures:accounting:addbank [Unknown date] (current) – external edit (Unknown date) 127.0.0.1 | ||
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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 and BRO, must be created | + | 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 |
- | 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. |
- | 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. |
+ | * 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=== | ===Adding Account Types=== | ||
To add an account type, go to **Accounting > Accts: | To add an account type, go to **Accounting > Accts: | ||
[{{: | [{{: | ||
- | [] | + | [{{: |
- | + | Put in type and press **Apply** to continue. | |
+ | [{{: | ||
+ | Add in a description and press **Apply** to continue. | ||
+ | [{{: | ||
+ | The account type has been created. | ||
+ | [{{: | ||
{{tag>" | {{tag>" | ||
+ | {{entry> |