Account Type

Overview

You can access the Account Types add/edit list from GL: Chart of Accounts screen.

Use Account Types to group related general ledger accounts into a single category.
This will help you classify and manage your accounts.
You can also create reports that sort records by Account Types.
You can filter the following reports by Account Types:

Key Functionality

WinTeam automatically assigns an ID to each new record, and uses the ID field to identify each record. You may change system-assigned ID Numbers.

Use this field to enter a unique name for the record. After a new record is created, WinTeam displays this Description with the corresponding ID number in the Add/Edit list.

Select this check box to make the selected record active. Clear the check box to make the record inactive.

Select this check box to make the selected record the default value for this Add/Edit list. WinTeam uses this record to automatically fill in the corresponding field on a new record in the related screen.