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qwasi's avatar
qwasi
Contributing User
2 years ago
Solved

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

  • 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

     

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  • 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

      Hi Lisa,

       

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

       

      Cheers Cathy