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learning center  >  ACCOUNTING - OFFICIAL ACCOUNTS  >  Manage Account Category

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Official Accounts

Topics Discussed Below

Adding a Category

Modifying a Category

Deleting a Category

Account Category

Adding a Category

Often times, you may want to categorize your account number based on a field other than organization or subscriber. This is where the Account Category comes into play.

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts, then Official Accounts.

3.     There are two ways to manage account categories:

·         Within the toolbar directly the Navigation pane, click the Account Category button

·         Within the Actions pane, click the Account Category link.

With either option, the Account Category window opens.

4.   Click the row with an asterisk (*) to add new items to the list and type the new account category.

Once you start typing in the category, a new row with an asterisk (*) displays at the top of the list allowing you to add multiple categories at once.

5.   Within the Actions ribbon group, click Save (to save and stay) to continue working with account categories, or click Save & Close (to save and exit) to return to the Official Accounts list.

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Modifying a Category

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts, then Official Accounts.

3.     There are two ways to manage account categories:

·         Within the toolbar directly the Navigation pane, click the Account Category button.

·         Within the Actions pane, click the Account Category link.

With either option, the Account Category window opens.

4.   Click a row to modify and type the new information.

5.   Within the Actions ribbon group, click Save (to save and stay) to continue working with account categories, or click Save & Close (to save and exit) to return to the Official Accounts list.

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Deleting a Category

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts, then Official Accounts.

3.     There are two ways to manage account categories:

·         Within the toolbar directly the Navigation pane, click the Account Category button.

·         Within the Actions pane, click the Account Category link.

4.   With either option, the Account Category window opens.

5.   Right-click the selector box next to the category name and click Delete.

6.   Once you click Delete, a message box displays verifying that you really want to delete the category. Click Yes within the box to continue or No to cancel the operation.

7.   Once selected, cairs.net draws a line through the category allowing you to delete multiple items at once.

8.   If you do not want to delete the category, right-click the record and click Undelete.

9.   Once you select Undelete, a message box displays verifying that you really want to keep the category. Click Yes within the box to continue or No to cancel the operation.

10. Within the Actions ribbon group, click Save (to save and stay) to continue working with account categories, or click Save & Close (to save and exit) to return to the Official Accounts list.

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