When setting up your Chart of Accounts, you must define whether the account is an Asset, a Liability, a Cost, Revenue account, etc. MotilityAnywhere allows you to set-up your own account types.
- Open any module.
- Click over the icon of a person in the upper right of the screen.
- Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
- Select the App Settings tab.
- Click the Accounting subtab on the left side of the screen.
- Choose the GL Account Types option. This will open the GL Account Types window.
- The system comes pre-loaded with a list of descriptions like Accounts Payable, Assets, New Vehicle, etc. You can add more descriptions as needed, but you may not add new internal account types. To add a new type, click the Add Account Type button to the upper right of the list of types.
- Enter a description for the new type.
- Choose the applicable internal account type.
- To change the color for the GL account type, click over the choose color picker. This will open a color selection window. Select the desired color.
- Optionally, you may enter a print order number. The print order defines which order the account types will print when you select specific reports. The higher the number, the lower in the list that the account will print.
- Click the Update button to the right of the row.