Biller AccountCategory: Difference between revisions

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(Created page with "<translate> == Traffic Category/Accounts == Different types of [[{{Link}}Traffic Category|traffic categories]] can be connected to different [[{{Link}}Account|accounts]] in the ''Traffic category/Accounts'' view. === How to - Show Traffic Category/Accounts === # Click on the [[{{Link}}Biller Default|role Invoicing]] in the navigation tree # Click on '''Financial accounts > Manage financial accounts''' in the navigation tree #:* A list of accounts is displayed in the...")
 
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Different types of [[{{Link}}Traffic Category|traffic categories]] can be connected to different [[{{Link}}Account|accounts]] in the ''Traffic category/Accounts'' view.
Different types of [[{{Link}}Traffic Category|traffic categories]] can be connected to different [[{{Link}}Account|accounts]] in the ''Traffic category/Accounts'' view.


=== How to - Show Traffic Category/Accounts ===
=== How to - Show Traffic Category/Accounts ===
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#:* A list of accounts is displayed in the window to the right
#:* A list of accounts is displayed in the window to the right
# Click on '''Traffic category/Accounts''' in the '''Links''' menu [[Image:Icon Links.png]]  
# Click on '''Traffic category/Accounts''' in the '''Links''' menu [[Image:Icon Links.png]]  


=== How to - Edit the Account for a Traffic Category ===
=== How to - Edit the Account for a Traffic Category ===
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# Select an [[{{Link}}Account|account]] in the drop-down menu
# Select an [[{{Link}}Account|account]] in the drop-down menu
# Click '''save''' [[Image:Icon Save.png]]
# Click '''save''' [[Image:Icon Save.png]]


=== How to - Edit the Account for a Traffic Category ===
=== How to - Edit the Account for a Traffic Category ===

Revision as of 19:09, 13 January 2023

Traffic Category/Accounts

Different types of traffic categories can be connected to different accounts in the Traffic category/Accounts view.

How to - Show Traffic Category/Accounts

  1. Click on the role Invoicing in the navigation tree
  2. Click on Financial accounts > Manage financial accounts in the navigation tree
    • A list of accounts is displayed in the window to the right
  3. Click on Traffic category/Accounts in the Links menu Icon Links.png

How to - Edit the Account for a Traffic Category

  1. Click edit Icon Edit.png next to the traffic category you want to edit
  2. Select an account in the drop-down menu
  3. Click save Icon Save.png

How to - Edit the Account for a Traffic Category

  1. Check the box for each account you want to delete
  2. Click the icon Icon Links.png to open the action menu in the toolbar above the table, and select delete
    • The account is immediately deleted