The Charge Account Type form is used to add and maintain different charge account types. Charge accounts are used to post time that is directly related to a project and serve as a link to the financial system used by your company for the posting of labor.
Note: This form requires the Charge Element Forms module to be licensed and enabled.
See Also:
Charge Account Type Field Descriptions
Account Type
A description that identifies what type of account this record is associated with.
Description
A description that identifies the purpose of the account.
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Administration > Charge Element > Charge Account Type.
Click Add.
Enter an Account Type.
Enter a Description.
Click Save.
Note: The form does not allow duplicate records. If you copy a record, you must modify the Account Type field in order to save the copied record.
Click Main Menu > Administration > Charge Element > Charge Account Type.
Select the record you want to copy and click Copy.
Modify the Account Type and Description.
Click Save.
Click Main Menu > Administration > Charge Element > Charge Account Type.
Select the record you want to modify and click Modify.
Modify the Description.
Click Save.
Click Main Menu > Administration > Charge Element > Charge Account Type.
Select the record you want to delete.
Click Delete.
Click OK to confirm the action.