Add remaining account and invoice lookup codes

In the Lookup Tables dialog box, under Invoicing and Accounts Receivable Codes, you need to edit existing codes and add codes to the following lookup code categories as appropriate to your department.

Lookup code category	Does this
Account Contact Types	Classifies contact records added for account records.
Account History	Classifies account history detail records.
Account Payment Status	Identifies payment record status. Note: These codes are used by FH and you are not able to edit or add to them.
Account Payment Type	Identifies the type of payment. There are several default values, and additional values can be added.
Account Status	Classifies account record status.
Invoice Item Class	Classifies invoice items into different cost centers (revenue centers). This class is useful for reporting invoiced amount totals using printed reports.
Invoice Status	Identifies invoice status. Note: These codes are used by FH and you are not able to added to them.

1. (If the Lookup Tables dialog box is not already open) Choose Tools → Lookup Tables.

   The Lookup Tables dialog box appears.

2. Expand Invoicing and Accounts Receivable Codes.

3. Select the name of the code category, and then click Setup.

   The Lookup dialog box for that code appears.

4. Click New.

   The Code for that code category dialog box appears.

5. In Code, enter a short text and/or number combination that is meaningful to you.
6. In Description, enter a description for the code.
7. Click Save.
8. Repeat steps 4-7 to add additional codes as needed.
9. In the Lookup dialog box for that code category, click Close.
10. Repeat steps 3-9 for the lookup code categories listed above that can be edited and added to.
11. In the Lookup Tables dialog box, click Close.