Creating account categories

  1. Select Administrator > Set Up > Prerequisites > Chart of Accounts > Account Categories.
  2. Click Create, and specify this information:
    Enterprise Group
    Select the enterprise group (organization) for which you are defining the account category.
    Account Category
    Specify a unique identifier for the account category. You may want it to correspond to an account category in Infor HR Management.
    Description
    Specify a description for the account category.
    Category Type
    Select the appropriate type for the account category. Revenue, Cost, Accrual or Pass Thru identify the type of transactions that are collected in the account category. You cannot change the account category type after you have defined the account category.
  3. Click Save.