Expense Account Type / Code settings : Formitize Help Desk

How can we help you today?

Modified on: Tue, 26 Nov, 2024 at 1:28 PM

To find the Account type settings, in the Web Portal, go to Accounts > Account Codes.

1. To add a new Account type / code, select + New Account.

2. To edit an Account, select Edit for the target Account.

You cannot delete Account Codes, but you can edit them.

Did you find it helpful? Yes No