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Use this form to create or update ledger account categories. You can use account categories, which are attributes, to classify ledger accounts. For example, suppose you want to view information for current assets, and the following asset type accounts are defined for your company:
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10000 Cash
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11000 Accounts receivable
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12000 Inventory
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13000 Long term investments
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14000 Property, plant, and equipment
You consider cash, accounts receivable, and inventory to be current assets, so you want the sum of accounts 10000, 11000, and 12000. You can use account categories to define an account range from 10000 to 12000, so you can view current asset information.
Tasks that
use this form
Navigating
the form
The following tables provide descriptions for the controls in this form.
Tabs
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Tab |
Description |
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Enter the account category name and description, and select an account type. |
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View or enter information about the account category that is selected on the tab. |
Button
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Button |
Description |
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Open the form, in which you can assign one or more ledger accounts to the account category. This button is not available for account categories that have the field selected. |
Fields
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Field |
Description |
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A system-generated reference ID value for the ledger account category. User-defined account categories will have reference ID values greater than or equal to 1001. |
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Enter a unique name for the account category. |
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Enter a description for the account category. |
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Select the account type for the account category: For more information, refer to Account type. |
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Select this check box to close the account category. You cannot link the account category to ledger accounts if this check box is selected. |
