Add Button

Clicking the "Add" button will insert a new account type into the account type file. For more information on adding account types see the corresponding section below.

 

Delete Button

Clicking the "Delete" button will delete from the account type file the account type currently highlighted in the grid. This button will only be enabled when there are no accounts that fall within the account type range. Furthermore, since reserved account types cannot be deleted, this button will be disabled when a reserved account type is highlighted.

 

Note: If you want to delete an account type that has accounts within its' range, you must either delete all the accounts within the range, or change some other account type ranges so that the accounts are assigned to a different account type.

 

Cancel/Close Button

Clicking the "Cancel" button will allow you to cancel changes you're making to an existing account type, or cancel the addition of a new account type.

 

Clicking the "Close" button will close the Account Type window, and then take you back to the Main Menu.

 

Special File Operations

When you're first setting up General Ledger, it may be useful to use account types that have already been set up, and then modify those that you want to retain and delete those that are not needed.

 

▪Delete All - Click to delete every account type in the account type file, so long as no GL account falls within range of any account type. If an account falls within range of any account type, you will be asked if you want to see a list of all those accounts.

 

▪Initialize - Click to automatically create a set of account types by either copying the account types from an existing account type file of a different GL Company, or by generating a set of predefined default account types. If you click this button, the Create Account Types sub-window will be displayed. For more information on the Create Account Types sub-window, see the corresponding section below.  To see a list of the predefined account types, see the section below, Default Account Types.