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Account Types

Introduction​

This guide explains how to use the Account Types page in My Home Plan to create, edit, and search account types used by the Payments module (e.g., Cash, Bank Transfer, Crypto).

Accessing the Page​

  1. From the left sidebar, click Payments.
  2. Select Account Types.

Navigating the Page​

  • Breadcrumbs: Shows the current location as Account Types.
  • Add Account type: Button to open the create/edit modal. Requires a selected company.
  • Search Bar: Filter by account type name (debounced ~500ms).
  • Clear filters: Resets the search query.
  • Loading Indicator: Spinner appears near the Add button during requests.
  • Error Banner: Red alert appears at the top if an API error occurs.
  • Account Types Table:
    • Name — Account type name.
    • Description — Optional notes about the account type.
    • Is Active — true or false.
    • Company — Company name (context).
    • Created By — Creator’s name.
    • Created At — Relative time (e.g., “2 hours ago”).
    • Actions — Edit button (opens the modal pre‑filled).

Key Features​

  • Company‑Aware Management: List and create account types within the currently selected company.
  • Search with Debounce: Reduces API calls while typing.
  • View Disabled Items: Inactive types are included so you can re‑enable or update them.
  • Inline Feedback: Error banner for server messages; spinner for loading.

Common Tasks​

  1. Create a New Account Type
    • Ensure a company is selected.
    • Click Add Account type.
    • Fill Name, optional Description, and choose Is Active.
    • Click Save.
  2. Edit an Account Type
    • Click Edit in the table row.
    • Update fields and Save.
  3. Search Account Types
    • Enter a name in the search input.
    • Click Clear filters to reset.

Troubleshooting​

  • “Please Select Company to add records”
    • Choose a company in the app header/context before adding.
  • No Results After Search
    • Clear filters or try a different keyword.
  • Error Banner Appears (red box)
    • The message comes from the API. Retry or contact support if it persists.
  • Spinner Keeps Spinning
    • Check your internet connection and try again.

Contact Support​

Reach out via: