Create Business Types

Use the Business submodule to create business types.

To use the Business submodule, you must have access to Settings as defined in the User Access Rights access submodule under Settings.

To create a business type:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create a business type.
3. In the left pane of the Settings screen, click Clients & Resources > Business.
4. On the grid toolbar, click Create new business type .
5. You can edit the Business and Code fields by double-clicking on the corresponding field.