Managing Account Types

 

1. Mouse-Over on Payments Menu

2. From the drop down select Financial Account Types

3. The next window lists all the Financial Account Types in the system

 

 

 

4. On the row for the Account Type that needs to be change/managed

5. From the Actions Column, select View icon

6. The next window, shows the details of the selected Account Type with options to Edit and Delete

 

 

 

7. Clicking on Edit

8. An editable window opens up

9. Change the Name and Description of the Financial Account Type

10. Click Submit