Entry Subtypes

Accessing Entry Subtypes

Navigate to the Settings section and under the System Setup Section click the “System Settings” Button. Then under the Accounts Section click the “Entry Subtypes" button.

Overview

The Entry Subtypes module allows users to create and edit subtypes that are applied to Jobs. These subtypes provide additional classification within Job Types.

Main Functionalities

1. List Description

• Code: Unique identifier for the entry subtype.

• Name: The name of the entry subtype.

How to Create an Entry Subtype

1. Open the Entry Subtypes list for the first time.

2. Click the ‘+’ button if switching between records.

3. Fill in the required fields: 

   • Code and Name

   • Job Type Selector: Displays a list of Job Types.

   • Kind Field: Lists Transaction Categories (Kind of Transactions).

4. Click Save to store the entry.

Where You Can Use Entry Subtypes

• Selecting the Subtype of a Job:

  • When creating a job, users must first select a Job Type.

  • The Subtype selector will display only the subtypes associated with that Job Type.

• Filtering the Job List:

  • The Job Subtype Selector allows filtering jobs by specific subtypes.