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Documentation Index

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Account Types classify Accounts and can be used later by Accounting Routes to validate which accounts are allowed in each operation. Create them before Accounts when Validate Account Type is enabled for the Ledger.

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Before you start

You need an existing Organization and Ledger. If you cannot see the Account Types menu, enable Validate Account Type in Ledger Settings. Define Account Types from the accounting model, not from individual customer names. Examples: customer, merchant, treasury, fee, settlement, revenue, expense.

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Create the Account Type

1
From the Account Types page, click the New Account Type button.
2
The New Account Type form will open on the right side of the screen.
3
Fill in the information and click the Save button.

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Field guide

FieldWhat to enterExample
NameClear operator-facing name for this Account Type.Customer
Key ValueStable value used to classify Accounts and route rules. Use a short lowercase value that will remain stable.customer
DescriptionOptional explanation of when operators should use this type.Accounts that represent end customers and can send or receive BRL payments.
The Key Value is the stable identifier used by Accounts and Accounting Routes. Keep it short, lowercase, and aligned with your accounting model — changing it later would require recreating dependent Accounts and routes.

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What to do next

After creating Account Types, create Accounts and select the correct type in Creating an Account.

API equivalent

Create an Account Type endpoint