Forum Discussion

qwasi's avatar
qwasi
Contributing User
3 years ago

Accounts setup

Our group has three membership catorgies, I have set up a Membership Section.  How do i set a sub section for each catorgies?  Thank you
  • LRBooks61's avatar
    LRBooks61
    3 years ago

    Hi

     

    In your chart of accounts you will have set up the membership categories

     

    Therefore the account category would be a Header account ( First lines Header or Detail Account)

     

    When setting up the underlying accounts you set them up as detail accounts and make the Parent Header the Membership category you want to align it to (3rd under classification)

     

    hope that helps

     

    Lisa

     

LRBooks61's avatar
LRBooks61
Ultimate Cover User

Hi

 

In your chart of accounts you will have set up the membership categories

 

Therefore the account category would be a Header account ( First lines Header or Detail Account)

 

When setting up the underlying accounts you set them up as detail accounts and make the Parent Header the Membership category you want to align it to (3rd under classification)

 

hope that helps

 

Lisa

 

qwasi's avatar
qwasi
Contributing User
3 years ago

Hi Lisa,

 

Thank you for your assistance, slowly getting my head around this new system.

 

Cheers Cathy

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