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learning center  >  ACCOUNTING - UNOFFICIAL ACCOUNTS  >  Unofficial - Account Categories

Unofficial Accounts

Account Categories

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

Adding a Category

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts and then Unofficial Accounts.

3.     There are two ways to manage account categories:

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

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

4.   The Manage Account Category window opens.

5.   Click the row with an asterisk (*) and type the new account category.

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

7.   Within the Actions ribbon group, click Save (to save and stay) to continue adding categories, or click Save & Close (to save and exit) to return to the Unofficial Accounts list.

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Modifying a Category

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts and then Unofficial Accounts.

3.     There are two ways to manage account categories:

·         Within the tool bar directly the Navigation pane, click the Account Category button

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

4.   The Manage Account Category window opens.

5.   Click the row to modify and type the new information

6.   Within the Actions ribbon group, click Save (to save and stay) to continue modifying categories, or click Save & Close (to save and exit) to return to the Unofficial Accounts list.

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Deleting a Category

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts and then Unofficial Accounts.

3.     There are two ways to manage account categories:

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

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

4.   The Account Category window opens.

5.   Right-click the selector box next to the category name. From the pop-up, 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 to access a pop-up menu 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 deleting categories, or click Save & Close (to save and exit) to return to the Unofficial Accounts list.

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