In this section, it is possible to create new account types for users and companies.
Creating an account type
To create a new account type, you need to fill out the following:
Account name:A title to identify the account type by
Object:Choose between one of the following objects that the account type belongs to:
Unit type: Choose between one of the following types of units:
Edit an account type
Editing an account type happens on the same menu. Just click on the pencil to enter edit mode.
Furthermore, you can create automatic transactions that are carried out with specific intervals. At first, you must click on the pencil and choose "Auto-transactions":
Creating an automatic transaction
To create a new automatic transaction, you need to fill out the following:
Transaction title:A title to identify the automatic transaction by
Filter:Choose between one of the filters for the object you are making an automatic transaction for. For instance, if you are making an automatic transaction for an account type for users, then you can only choose filters for that object
Repeat: Choose from a variety of intervals for when the transaction should occur e.g. daily or weekly
Handle public holidays: Choose between one of the following:
Exclude holidays (use global setting)
Skip to next working day
Operation: Choose between one of the following:
Add to account
Subtract from account
Set account balance
Amount / Points / Duration: Depending on the account type you are editing, you must enter an amount, points or a duration for the change the automatic transaction must make
Edit an automatic transaction
Editing an automatic transaction happens on the same menu. Just click on the pencil to enter edit mode.
Please note, these errors can depend on your browser setup.
If this problem persists, please contact our support.