Differences

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

--- cats:procedures:accounting:addbank [2019/06/06 16:30] – [Account Types] jen
+++ cats:procedures:accounting:addbank [Unknown date] (current) – external edit (Unknown date) 127.0.0.1
@@ Line 78: / Line 78: @@
 ====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.
   * BRO - An account must be type BRO to use this account for broker contracts and invoices.
@@ Line 92: / Line 92: @@
 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;-}}