Add account type

Every account should be associated with an account type.

1. On the

   AMS

   menu, click Financial > Account Management > Account Types.

2. On the Account Types page, click Add. A row is added to the bottom of the page.

3. Enter the following information:
   

   Field	Description
   Name	Short code for the account type If you edit the Name later, don't forget to also update the default.type namespace for this account type in Admin > Configuration > Wallet Configuration to match.
   Description	Purpose of the account type
   Flags	Hexadecimal value that defines the permissions and functionality for this account type. Enter 0000.
   Customer Category	Customer group this account type applies to. For example, Cashier, Merchant, Operator. Customer categories determine certain behaviours, such as which customers appear in the mobile apps when viewing nearby businesses.
   Default Balance Type	Balance type that this account type will use by default. For example, Emoney THB or EPurse USD.
   Default Time Zone	Time zone to use when adjusting transaction dates
   Default Access Profile	Default access profile assigned to customers with this account type

   
   

4. Click Save.

5. Enter a reason for creating the account type, then click CONFIRM.

What's next

Set up balance limits.