Articles on: Sprwt Supprt
What do the Account Type, Account Currency, Account Name, Account ID and Description fields do?
- Account Type – the group the account belongs to (Operating Expense, Income, Cash and Bank, …). It decides on which tab the account appears, which transaction types can use it (deposit vs withdrawal groupings), how the reports treat it, and whether a currency is needed.
- Account Currency – only shown for balance-type groups such as Cash and Bank, Money in Transit, Credit Card, Loan and Line of Credit and the asset/liability/equity balance groups. For all other types Sprwt silently uses your store currency (falling back to USD).
- Account Name – required; the label shown in the transaction category dropdown, on the dashboard Expense Breakdown and on reports.
- Account ID – an optional code (up to 100 characters, hint: Numeric code shown on reports) displayed in the ID column of the Chart of Accounts.
- Description – optional free text explaining what the account is used for; shown in the Description column.
Where to find it:
/admin/accounting/categories/0