Manage Account Types from the Midaz Module — enable Validate Account Type on a Ledger, then create and edit the categories that classify Accounts.
You use the Midaz Module to manage Account Types. Account Types classify accounts by their role in your Organization’s financial structure. When you enable validation on a Ledger, each new account must use a registered Account Type.For more details, refer to the Account Types section on the Accounts page.
You enable Account Type validation for a specific Ledger from the Lerian Console. You do not edit environment configuration files.
1
Open the Ledger Settings
On the Ledgers page, click the three dots () next to the Ledger. Select Details. In the sidebar, click the Settings tab.
2
Enable Validate Account Type
Toggle on the Validate Account Type switch. The change takes effect immediately for the selected Ledger.
Enabling Account Type validation does not make the Type field mandatory — it is always required when you create an account. Instead, validation changes the Type field from free text to a dropdown restricted to the registered Account Types.
To open the Account Types page, select the Account Types option in the Foundation section of the left sidebar menu.
The Account Types menu item appears only when Validate Account Type is enabled for the active Ledger. If validation is off, the menu item is hidden.
The Account Types page lists all Account Types you created for the current Ledger.
Account Type validation disabled — If Validate Account Type is off, a banner appears at the top of this page. You can view and edit the registered account types. The Ledger does not validate these rules when you create accounts. To enforce the rules, turn on Validate Account Type in the Ledger settings.
