Create, edit, and delete Account Types from the Midaz Module to enforce Ledger structure across your Accounts.
If enabled, you can use Midaz Module to manage Account Types, which classify accounts according to your Organization’s financial structure. Each type defines an Account’s role in the Ledger, enabling accurate transaction routing and consistent validation across categories.For more details, refer to the Account Types section on the Accounts page.
You can enable Account Type validation for a specific Ledger directly from the Lerian Console, without requiring changes to environment configuration files.
1
Open the Ledger Settings
On the Ledgers page, click the three dots () next to the Ledger and 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.
Once you have enabled Account Type validation, the Account Type will be a mandatory field when you create a new account under this Ledger.
To open the Account Types page, select the Account Types option in the Foundation section of the left sidebar menu.The Account Types page will display a list of all Account Types you have created for the current Ledger.
