How to create Recon Account Types in the Cash Management app?

Updated on February 3, 2021 02:28AM by Admin

Cash Management in Apptivo enables you to manage all the payments and receivables in terms of cash for your business. To make this process organized, Apptivo allows you to add information related to the Recon Account Types. Let’s go through the steps to create new Recon Account Types in Apptivo.

Steps to create Recon Account Types

  • Log into your Apptivo account and go to the Cash Management app. Here, select Settings from the App Header.
Cash Management App

  • Navigate to Cash Management → Recon Acct Types from the left navigation panel. The Recon Account Types page appears. Here, select Create to add a new type.

  • The Create Recon Account Type popup appears. Here, add the name and description.
Create Type

  • On selecting Create, a new type is added.
Type Created

  • This account type will be available while creating or editing the bank account information.
Create Page