Adding an Accounting Category

To add an accounting category:

1. Go to the Accounting tab in the left menu.
2. Click on the + symbol at the top right of the category list.
3. Complete the information relating to the account you are creating.
4. Click on Save.

Vendors vs. Accounts

New vendors should not be recorded in this section, but rather in the Vendors section. This section is for creating accounting categories in your chart of accounts.

Parameters

Name	Accounting Category Name
Account No.	Category No. This number must be unique and not already in use by another account.
Financial Statements (section)	Section of the financial statements in which the accounting category is recorded: Revenues Expenses Assets Liabilities Capital Receivables Payables
Fund type	If you have activated the accounting per find in the Administration / General Settings section, you will have to define to which fund your account is attached (Operational - insurance - Contingency - Maintenance).

Note

The accounting identifier is unique. You cannot use the same identifier for two different accounts. It is also permanently assigned when the account is created and cannot be changed afterwards.

Additional Information

General Settings