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The account type is an attribute of account that is used to categorize accounts for reporting.

The Account Type document includes the Edit Account Type tab. The system automatically enters data into both the Old and New sections. Selected data fields are available for editing.

Edit Account Type tab definition

Title

Description

Account Type Code

A two-digit code that identifies an account type

Account Type Name

Required. A familiar title that describes an account type

Active Indicator

Indicates whether this account type is active or inactive. Remove the check mark to deactivate a code.

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