Account Categories

You must have Administrator Privileges in Juris Suite to have access to this function.

The Account Categories function allows you to create, delete, and edit Account Categories. To utilize the Account Categoriesfunction, perform the following:

1. Select Account Categories from Juris menu item.
   
   
2. The Category Maintenance window will open allowing you to make the appropriate adjustments.
   
   

Moving Categories up and down

1. Select the appropriate category you want to move.
2. You can either use the blue arrows or use the click and drag with the mouse to move the categories to a new location.

3. Click the OK button when completed.

   

Adding, Editing and Deleting Categories

Adding

1. To add a category, click on the Add button. The Category Editor window will appear.
2. Enter an appropriate Code.
3. Select a Type.
4. Enter a Description.

5. Click the OK button.

   

Editing

1. To edit a category, select the Category and click the Edit button. The Category Editor window will appear.
2. Make the appropriate changes.

3. Click the OK button.

   

Deleting

1. To delete a category, select appropriate category.

2. Click the Delete button. The category will be immediately removed.

   

   When you click the Ok button on the Category Maintenance window after making any changes, you will be prompted as to whether you want the changes to take place. Make the appropriate selection to complete the task.