1.1.1 Create Account Category

This topic describes the systematic instructions to create account category.

Specify User Name and Password, and login to Home screen.

1. From Home screen, under Menu, click Corporate DDA.
   The Corporate DDA pane displays.
2. Under Corporate DDA, click Configurations.
   The Configurations pane displays.
3. Under Configurations, select Account Category and click Create.
   The Create screen displays.
4. Alternatively, you can search the configuration via Menu Item Search field. Specify the configuration name Account Category and select Corporate DDA-->Configurations-->Account Category-->Create.
   The Create screen displays.

   Figure 1-1 Create Account Category

   
   

   

   
   
5. Specify the fields on Create screen.

   For more information on fields, refer to the field description table below.

   Table 1-1 Create Account Category - Field Description

   Field	Description
   Account Category	Specify the account category name to be maintained.
   Description	Specify the description for the account category.
   Account Class
   +	Click plus sign (+) to add an account class. A new row is added with the below fields. Account Class Description

6. Click Save to save the details or click Cancel to exit the screen without saving.