Entities Form, Account Types
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This page refers to the different fields available on the Account Types page of the Entities section of the Admin Libraries.

Below the image of the page you will find itemised descriptions of the fields and a basic guide of what is required.

Entities, Account Types

Account Types

Restrict Account Types for new Accounts?

Restrict the Account Types available in the New Account wizard for this Entity by ticking the checkbox. Also, you will need to tick all the Account Types available to the New Account wizard.

Columns

These are the Columns that are available; add or remove as required.

ColumnDescription
Drill Down ButtonClick Drill Down Button to drilldown to the details of the Account Type.
Active
Checkbox ticked
This column shows the Account Types that are Active.
Available
Checkbox unticked
Tick the checkbox to include this Account Type in the New Account wizard
ClassThe Type of Account Type, e.g. Fixed Term Loan, Deposit etc.
CodeThe Id or Code of the Account Type, e.g. DOC for On Call Deposit.
DescriptionThe Description of the Account Type.

Button Strip

IconDescription
Select All
Select all rows.
Select None
Select no rows.
Select Up
Select all rows above and including the current row.
Select Down
Select all rows below and including the current row.
SelectChecked
Select all rows that are ticked.
SelectUnchecked
Select all rows that are unticked.
Select Same
Select all rows in the current group.
Checkbox Ticked
Tick the selected row.
Checkbox Unticked
Untick the selected row.
Save Default Button
Save grid layout as defaults.
Topic last updated on 11/12/2019 11:46AM Entity.AccountTypes