Accounts can be classified using account detail types. Account Detail Types are considered a Classification Code. Argenta comes loaded with
common Account Types to help you get started, but you can expand upon them with the Account Detail Types.
You can add or delete any account detail type by selecting
Classification Codes from the Argenta main menu on the left-hand side of the
screen.
This
will bring you into the full listing of all Customizable Classification Codes
that are within Argenta. From here you will choose "Account Detail Types."
This will bring you into your organizations full Account Detail Types listing. Next you
will choose the "Add New" button.
This will
open the Add Account Detail Types screen, where you will add a new account detail type.
Choose an Account Type by selecting one from the drop-down menu and then enter a name for your type. Complete the type by clicking the "Add This Record" button, to
add this new type to your list.
View The Total Number Of Records
Above the list is a records total that displays the total of all items
currently displayed in the list. This is a quick and easy way to count list
items.
Search The List
All classification code lists can be searched by the code’s title. Enter the
title of the code you are looking for into the search field to search the list.
Export The List To Excel
Argenta contains many reports, charts, graphs, and statements, but it may be
necessary to manipulate your own data. You can work with your data anyway you
want by exporting it to Excel. Every list in Argenta has an “Export To Excel”
button above the list. Clicking the button exports the data currently displayed
in the list to Microsoft Excel. If you have filtered the data by specific
criteria, only the result set will be exported.
To Remove An Account Detail Type
In the account detail type list, click the corresponding “Delete”
button to remove the account detail type from Argenta. Account detail types that
are already in use cannot be deleted. You will receive an alert indicating that
you cannot delete the account detail type because it has been used to classify an Account. If you still want to delete it, you can find the Accounts associated
with it by filtering the Accounts list, reclassifying all associated accounts,
then trying again to delete it.