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Account types

  • Supervisor
  • Administrator

An account type groups customer accounts, for example Business, Residential or Government. It sets a Discount for that group and the GL Code their revenue posts to.

Account Types

  • Create New: enter the Account Type name, its Discount and its GL Code.
  • Select a row, then Edit to change it. Delete (under ⋯) removes it after you confirm. Move its accounts to another type first.

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