Displaying the Cash 360 Account Category List
You can display all Cash 360 account categories in a single list to edit or view them.
Note:
An administrator must set permissions so users can access the Cash 360 account category pages. For more information, see Setting Permissions and Subsidiary Restrictions for a Cash 360 Custom Role.
To display the Cash 360 account category list:
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Go to Financial > Cash 360 > Account Category.
All Cash 360 account categories are displayed.
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(Optional) Expand the Filters section and select a subsidiary to filter account categories by subsidiary.
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Click Edit or View beside the account category to edit or view it.