Biller AccountCategory: Difference between revisions
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== Traffic Category/Accounts == | == Traffic Category/Accounts == <!--T:1--> | ||
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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 === <!--T:3--> | ||
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# Click on the [[{{Link}}Biller Default|role Invoicing]] in the navigation tree | # Click on the [[{{Link}}Biller Default|role Invoicing]] in the navigation tree | ||
# Click on '''Financial accounts > Manage financial accounts''' in the navigation tree | # Click on '''Financial accounts > Manage financial accounts''' in the navigation tree | ||
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# 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 === <!--T:5--> | ||
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# Click '''edit''' [[Image:Icon Edit.png]] next to the [[{{Link}}Traffic Category|traffic category]] you want to edit | # Click '''edit''' [[Image:Icon Edit.png]] next to the [[{{Link}}Traffic Category|traffic category]] you want to edit | ||
# 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 === <!--T:7--> | ||
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# Check the box for each account you want to delete | # Check the box for each account you want to delete | ||
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete | # Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete | ||
Latest revision as of 13:37, 13 February 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
- Click on the 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 window to the right
- Click on Traffic category/Accounts in the Links menu
How to - Edit the Account for a Traffic Category
- Click edit
next to the traffic category you want to edit - Select an account in the drop-down menu
- Click save
How to - Edit the Account for a Traffic Category
- Check the box for each account you want to delete
- Click the icon to open the action menu in the toolbar above the table, and select delete
- The account is immediately deleted