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Account Types Configuration Example

Last Updated: Oct 23, 2020

Summary

Account types are used to classify accounts. This guide will demonstrate how to setup an Account Type called ‘Business’.

For additional details on the fields presented on the account type screen see the Account Types screen help article.

Prerequisites

  • Account types can be setup immediately, there are no prerequisite configuration steps

Sample Configuration

Adding an Account Type

  1. Log into the LogiSense Billing application

  2. Click on the Setup menu, Users & Accounts and then Accounts

  3. Under Accounts click on the Account Types tab in the upper right

  4. Under the Account Types heading on the left click the (emoji) icon to add a new account type

  5. In the Add Account Type section enter a name for the account type. If you wish the account type to automatically be selected when creating a new account you can select the ‘Default’ option

  6. Click Save to add the new account type

Result

When adding a new account the account type will be available in the ‘Type’ dropdown list. As shown below ‘Business’ is available in the list.

Next Steps

  • Once the desired account types are configured you can define the account statuses that you wish to permit. See the Account Status Types Configuration Example for an example of how to setup an account status type