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cats:procedures:accounting:addbank [2019/06/11 14:19] – [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, BRO and WH 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 |
* 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. | ||
[{{: | [{{: | ||
+ | The account type has been created. | ||
[{{: | [{{: | ||
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{{tag>" | {{tag>" | ||
+ | {{entry> |