Account Categories

Account Categories

Overview

Actions

Field Descriptions

Sub-panels/Related Information

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Account Categories module to define broad categories of accounts for report grouping and analysis, such as “Investment Assets” or “Liabilities”. All users can view account categories. Only users with database administration privileges can edit Account Categories.

Actions

Use the following instructions to perform tasks such as creating, editing, and suppressing Account Category records.

To…

Then…

Create an Account Category

  1. Click Accounts > Account Categories > Create Account Categories from the Navigation menu.
    The Account Categories Create form displays.
  2. Complete the Account Categories Create form. See Field Descriptions for information about each field.
  3. Click Save to save the record, or click Cancel to go to the Account Categories List View without creating the new Account Category record.

Display a list of Account Categories

Click Accounts > Account Categories > View Account Categories
The Account Categories List View displays.

Display the details of an Account Category

Click the account category name in the Account Categories List View.
The Account Categories Detail View displays.

Edit an Account Category

  1. In the Account Categories List View click the edit icon (pencil) next to the Account Category you want to edit.
    The Account Categories Edit View displays.
  2. Make the changes to the information in the form.
  3. Click Save.

Suppress one or more Account Categories records.

  1. In the Account Categories List View click the selection box associated with the record(s) you want to suppress.
  2. Click Suppress in the Actions dropdown.
    A confirmation box displays.
  3. Click OK.
    The Account Categories records are suppressed.

For more information, see Editing and suppressing multiple records.

Alternatively, you can click Suppress on the Account Categories Details View.

Note: Before you suppress Account Categories, reassign any Account Types that belong to the suppressed Account Category to a different Account Category.

Manage records in a sub-panel

See Manage related information in sub-panels.

Update information related to multiple Account Categories records

  1. In the Account Categories List View, click the selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate account category information

Click Duplicate in the Account Categories Detail View. Duplication is a convenient way of creating a similar account category. You can change and save the information in the duplicate record to create a new Account Category record.

Find and merge duplicate records

Follow the instructions in Merging duplicate records.

Export records

  1. In the Account Categories List View, click the selection box associated with the records you want to export.
  2. Click Export in the Actions dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the Account Categories record.

Account Category*

Enter the name of the Account Category. This is a mandatory field.

Description

Enter a brief description of the Account Category.

Liability

Click this checkbox if this Account Category type is a liability.

Report Sort

Enter the alphanumeric sort order for this category. This is used for reporting.

Assigned to

By default, the record is assigned to the creator of the Account Categories record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Sub-panels/Related Information

Sub-panels include:

  • Account Types

See also:

Accounts

Account Types

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