Creating a customer account category can make it easier to group certain accounts when viewing reports, like for example a sales summary report.
Watch this video to see how to create a customer account category or follow the steps below it.
Navigate to the correct window
- Navigate to Debtors / Account Category Maintenance.
Create the category
- Enter an account category code in the Category text box.
- Check that the following message box appears: The category code does not exist - do you want to create it?
- Click the Yes button.
- Enter a description for the category in the Description text box.
Save the category
- Click the Accept button.