<p>Go to the&#160;<span>&#160;</span><span>Setting&#160;</span>menu under the&#160;<span>Accounting&#160;</span>module in the left sidebar -&gt; Select the&#160;<span>Account detail types&#160;</span>menu.&#160;</p>
<p><b>Used to add a detail type that is not available in the system. This detail type is used to create an account.</b></p>
<p><b><img src="https://app.tagrit.com/media/master/Knowledge%20Documentation/Account%20Types%201.png" width="810" height="209" alt=""></b></p>
<p><b></b></p>
<p><b>Reset Account detail type<span>: Delete all detail types in this screen&#160;but accounts of this detail type are not deleted.</span></b></p>
<p><b><span></span></b></p>
<h3><span style="background-color:rgb(132,63,161);color:rgb(236,240,241);">Create account detail type</span></h3>
<p><span style="background-color:rgb(132,63,161);color:rgb(0,0,0);"></span></p>
<p>To add a new account detail type to your organization:</p>
<ul>
<li>Step 1. Click on the<span>&#160;</span><b>Add&#160;</b>button.</li>
</ul>
<p></p>
<p><img src="https://app.tagrit.com/media/master/Knowledge%20Documentation/Account%20Type%202.png" width="803" height="274" alt=""></p>
<p><span style="background-color:rgb(132,63,161);color:rgb(255,255,255);font-size:14pt;">Step 2. In the&#160;Account detail type&#160;page, fill in the following details:</span></p>
<p><span></span></p>
<p><span><img src="https://app.tagrit.com/media/master/Knowledge%20Documentation/Account%20type%203.png" width="823" height="540" alt=""></span></p>
<ol>
<li><span style="color:#000000;font-family:'Zoho Puvi Regular', '-apple-system', BlinkMacSystemFont, 'San Francisco', 'Helvetica Neue', Helvetica, Ubuntu, Roboto, Noto, 'Segoe UI', Arial, sans-serif;"><span><b>Account type</b>: Select the&#160;</span></span><b>Account type</b><span style="color:#000000;font-family:'Zoho Puvi Regular', '-apple-system', BlinkMacSystemFont, 'San Francisco', 'Helvetica Neue', Helvetica, Ubuntu, Roboto, Noto, 'Segoe UI', Arial, sans-serif;"><span><b>&#160;</b>that this detail type will belong to</span></span></li>
<li><span style="color:#000000;font-family:'Zoho Puvi Regular', '-apple-system', BlinkMacSystemFont, 'San Francisco', 'Helvetica Neue', Helvetica, Ubuntu, Roboto, Noto, 'Segoe UI', Arial, sans-serif;"><span><b>Name</b>: name of the new detail type. This will be used to identify the detail type when creating or managing accounts</span></span></li>
<li><span style="color:#000000;font-family:'Zoho Puvi Regular', '-apple-system', BlinkMacSystemFont, 'San Francisco', 'Helvetica Neue', Helvetica, Ubuntu, Roboto, Noto, 'Segoe UI', Arial, sans-serif;"><b>Statement of Cash Flows:&#160;</b><span>used to select where this account type should be displayed in the Statement of Cash Flows report. This helps categorize the account in financial reports</span><br><span><b>Cash flows from operating activities&#160;</b>(CFO):&#160; shows the amount of money the company brings in from business activities such as manufacturing and sales. This is the first part of the Statement of Cash Flows Report<br></span><b>Cash flows from investing activities<span>&#160;</span></b>(CFI): money generated or expensed from investment-related activities such as buying assets and supplies, investing in securities or selling securities or asset.<br><b>Cash flows from financing activities</b><span>&#160;</span>(CFF): shows the net cash flows used to finance the company. Financial activities include transactions involving debt, equity, and dividends.<br><b>Cash and cash equivalents at beginning of year&#160;</b>(CCE): includes cash, bank accounts and marketable securities.<br></span></li>
<li><span style="color:#000000;font-family:'Zoho Puvi Regular', '-apple-system', BlinkMacSystemFont, 'San Francisco', 'Helvetica Neue', Helvetica, Ubuntu, Roboto, Noto, 'Segoe UI', Arial, sans-serif;"><span>Description:&#160;A brief explanation of the account detail type&#8217;s purpose. This helps other users understand its usage and when to select it. The description can include examples of use cases or typical transactions.</span></span></li>
</ol>
<ul>
<li><span style="color:#000000;"><span style="color:rgb(120,7,103);"><strong>Step 3. Click&#160;Save&#160;</strong></span><span><span style="color:rgb(120,7,103);"><strong>button</strong></span>&#160;</span></span></li>
</ul>
<h3><span style="color:rgb(120,7,103);"><span style="font-size:18pt;">Delete account detail type</span>&#160;</span></h3>
<p><span style="color:#000000;">You cannot delete an account detail type if any account is currently using it.</span></p>
<p><span style="color:#000000;">If you want to delete an account detail type, please follow these steps:</span></p>
<p><span style="color:#000000;">1. Identify all accounts that are using this detail type.</span></p>
<p><span style="color:#000000;">2. Delete or update those accounts to use a different detail type.</span></p>
<p><span style="color:#000000;">3. Once no account is linked to the detail type, you will be able to delete it.</span></p>
<p><span style="color:#000000;"></span></p>
<p><span style="color:#000000;"><img src="https://app.tagrit.com/media/master/Knowledge%20Documentation/Account%20type%204.png" alt="" width="811" height="261"></span></p>