Adding or modifying an account type

  1. Select Settings > Accounts > Account Types. The Account Types page is displayed.
  2. Click New. The Edit Account Type page is displayed.
    Note: You can modify the existing account type, using the Edit option corresponding to the name of the account type.
  3. Specify a name for the account type in the Account Type field.
  4. Specify a code for the account type (optional) in the Field Code field.
  5. Click Save.