Adding an account type

If your target system supports multiple account types, you can specify additional account types and determine which coding fields belong to each account type.

By default, Account, Debit and Credit coding fields are available when you code invoices. If your target system supports multiple account types, you can specify additional account types and determine which coding fields belong to each account type. After you set up multiple account types, users who code invoices can select which account type they want to use for each accounting line, and the appropriate coding fields are automatically displayed.

Adding an account type in Admin Center

To add an account type using Admin Center:

  1. Navigate to the Workflow view and click the Coding tab.
  2. Click EDIT.
  3. Click ADD in the ACCOUNT TYPES settings.
  4. Use the view that appears to specify an account type.

    Repeat this step for each field you want to add.

  5. In the CODING FIELDS settings, click a coding field that you want associate with the new account type, and select the account type in the Available for account types setting.

    Repeat this step for each coding field you want to associate with the new account type.

  6. Click OK to return to the previous view and click SAVE.