Creating a customer account category

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

  1. Navigate to Debtors / Account Category Maintenance.

Create the category

  1. Enter an account category code in the Category text box.
  2. Check that the following message box appears: The category code does not exist - do you want to create it?
  3. Click the Yes button.
  4. Enter a description for the category in the Description text box.

Save the category

  1. Click the Accept button.
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