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Account Detail Types | Accounting & Bookkeeping Software UK.
Account detail types in Britixo allow you to further categorise accounts within your Chart of Accounts . These detail types help improve financial reporting accuracy and ensure your accounts are correctly grouped in key reports, such as the Statement of Cash Flows.
⚙️ Access Account Detail Types
From the left sidebar , open the Accounting module.
Click on Settings .
Select Account Detail Types .
➕ Create a New Account Detail Type
➕ Click the Add button.
✍️ Fill in the following details:
Account Type – choose which main account type this detail type belongs to.
Name – enter a descriptive name for the new detail type.
Statement of Cash Flows – select where this account should appear:
📊 CFO (Cash Flows from Operating Activities): Cash from everyday business activities such as sales or services.
💼 CFI (Cash Flows from Investing Activities): Cash from buying/selling assets, equipment, or investments.
💳 CFF (Cash Flows from Financing Activities): Cash from loans, equity, and dividends.
💰 CCE (Cash & Cash Equivalents at Beginning of Year): Opening balance of cash, bank accounts, and short-term investments.
Description – add a short explanation so others understand the purpose and usage of this detail type.
💾 Click Save to confirm.
🔄 Reset Account Detail Types
🗑️ Reset will delete all custom account detail types you’ve created.
✅ Any accounts linked to these detail types will remain intact, but the custom categories will be removed.
🗑️ Delete an Account Detail Type
You cannot delete a detail type if it is currently in use. To remove it:
🔍 Identify all accounts using this detail type.
✏️ Update those accounts to a different detail type (or delete the accounts if no longer needed).
🗑️ Return to the Account Detail Types page and delete the unused detail type.
✅ Tip: Use clear names and descriptions for each detail type so your team always knows when and why to use them. This improves consistency in your Chart of Accounts and ensures accurate reporting.
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