Select and edit an entry type
On the Entry types tab, you can select a valid entry type for the selected cash account, which you can then customise.
Before you start
To create entry types, go to: Create an entry type for disbursements or receipts.
- Go to the Cash accounts (CA202000) window.
- Select a Cash account.
- On the Entry types tab, click
. A new row is added in the table. - Under Entry type ID, select the entry type you want to use.
- Under Offset account override, select an account.
- Under VAT zone, select a VAT zone.
- Under VAT calculation mode, choose between the tax settings Gross or Net.
- Click
.
Related pages
Tasks
- Create a cash account
- Specify a charge rate for a clearing account
- Set default actions for incoming AutoPay payments and bank statements
- Configure import settings for statements and incoming payments
- Edit remittance information
- Manually import bank transactions
- View webhook notification for cash accounts