This page acts as both the add and edit page for account types or containers. This is similar to chart of accounts in traditional accounting. To add a new chart of account, click on the link at the top of the page. To edit an existing type, click on the account name from the list below the add/edit form.

There are some special links at the top of the page to help manage groups, sub groups, and account destinations. There is also a link below the main add/edit form that will show a printer friendly report of the account types.

1. Id - The account id or type id is controlled behind the scenes and is auto generated by the system.

2. Grouping - Choose a grouping from the list provided. The grouping will help the account know where to show up on the income statement or balance sheet. This also helps provide a four-deep sorting criteria for reports.

3. Account Name - This is required and should hold the general name of the account type. Max of 150 chars and min of 3 chars.

4. Description - This is where you can put a little bit more information about the account or account type. Max of 255 chars and min of 3 chars.

5. Show/Hide Account - This drop-down box allows the person to either show or hide the options from managers or other users. Show To All implies that all persons can use and see that account type. Only Show For Admin implies that only admin or special persons will have access to those accounts. This also helps keep it simple for those who need it simple and more complex for those who need the other categories.

6. Sort Order - The default is 1 which will turn the account into a standard a-z alpha sort within the grouping. If you change the number (must be numeric), it will only effect the sort order within the current grouping. There is also a sort order option on the grouping that may be applied.

7. Status - This helps keep the current list up to date. Active means that the user will be able to use and see the account. Inactive means that the value will be hidden from view.

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