Account Type

The Account Type Function simplifies identifying and selecting the correct accounting account for transactions. It allows users to view detailed information about any account, including its description, number, and type, providing an easy way to verify account details and make informed decisions.

Step 1: Searching and Selecting an Account

In the search field, enter the account name or relevant keywords. The system will instantly narrow down the list of available accounts to the most relevant options. Click the "Details" button next to an account to view comprehensive information, including its description, account number, and type.

Step 2: Verifying and Using the Account

Review the detailed account information to ensure it is the correct account for your transaction. Once verified, select the account to use it in your transaction, ensuring accuracy in financial record-keeping.

By following these steps, you can effectively use the Account Type Function to manage your financial transactions with confidence and accuracy. This tool enhances your user experience by providing immediate access to detailed account information, supporting efficient financial management, and contributing to precise and reliable transaction processing.

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