Account Categories #

Account Categories are displayed in the client file > Overview section. They are used to attribute additional information that pertains to the client’s account year. This can be useful if you would like to have a place to notate whether the client has a Sch C or any other form or information you’d want to apply to the account.

Field Descriptions #

Business Type filter – Drop-down menu at the top of the screen to only display the Account Categories that are linked to a specific Business Type

Show Inactive Records – This switch will display any inactive Account Categories

Save – When editing an Account Category, or when adding a new one, clicking the floppy disk icon will save your selection

Edit – Edit will only appear on created Account Categories. Clicking it will open the Account Category for editing

Delete – Delete will only appear on created Account Categories. Clicking it will delete the Account Category

Category – Field used to enter and display the name of the Account Category

Inactive – Checkbox that is used to mark the Account Category as Inactive

Business Type – Drop-down menu used to select the Business Type that the Account Category will be active in