Once the Client Profile has been completed and saved, the Meters Profile Tab, the Routes Tab, Transaction Type Tab and Skip Codes/Penalty Tab now are enabled. If the tabs are not enabled, it means the client information has not yet been saved.

For each client, there is a specific set of account types that can be set or allowed. When an employee calls in to report work performed for a client, only account types appearing in this list can be logged against the client.

The Transaction Types Tab will display all the account types that are applicable to the client.

Reading, Special Reads, Collections, Dispatch, Re-reads are examples of account types that may be applicable to the client.

If the client is being set-up for the first time, there will be no account types. They will need to be set-up first. A message will be shown indicating that there no Account Types created.

Mandatory fields are noted with a *

Click the   button to add a new account type. Both account type and account type description is mandatory.

If the account type is successfully added, the new account type will appear on the page within a table.

Click the   button to edit the account type. Both account type and account type description is mandatory. Click Save changes to save any updates.

Click the   button to delete the account type. Note, the account type can only be deleted if it has not been used in transaction types. See next section for more details.

Note: Client Account Types are specific to a client. If multiple clients are set-up under one company, each client will have their own set of account types. Account types for other clients can be setup as required.