To access and perform actions in the module:
Assign the permit Update Setup Menus.
|
To access and perform actions in the module: Assign the permit Update Setup Menus. |
This topic explains how to copy an existing income account.
Go to Setup – My Company - Income Accounts.
Enter the search parameters.
Field |
Description |
Supplier |
Select the supplier |
Service Type |
Select the service type. |
Event |
Select the transaction fee event |
Income Type |
Select the income type |
Click Find.
Income accounts matching the search criteria are displayed in the results section.
Click 
in the row of the income
type you want to copy.
A new income account is created with the following name:
[Name of original income account] [duplicate number in current session]
Edit the income account as necessary.
Click Save and exit.