Jenncat4-

If you are receiving the error "Invalid Account Type" if means one of your Cash accounts is of the wrong account type, and it may not be the one you are trying to add.  You need to go through ALL the other cash accounts already on the list and verify the GL # assigned to them is a proper Current Asset account and each cash account must have their own unique GL # (no duplicating GL#s).  This change in cash accounts settings occurred in V2013.  When v2013 was install all existing cash accounts were "grandfathered" in, meaning they were accepted without the additional checks and balances.  However, once you need to edit or make a change to the Maintain Cash Accounts screen, THEN the system will go through ALL the accounts to validate the are in the proper rules for a cash account.  For more information on this, see Knowledge Base article  "Error: "Invalid Account Type" when saving CM cash account "(32747) and "How to set up a cash account or checking account and define as default" (18536) .

Thanks,

Coleen

Jenncat4-

If you are receiving the error "Invalid Account Type" if means one of your Cash accounts is of the wrong account type, and it may not be the one you are trying to add.  You need to go through ALL the other cash accounts already on the list and verify the GL # assigned to them is a proper Current Asset account and each cash account must have their own unique GL # (no duplicating GL#s).  This change in cash accounts settings occurred in V2013.  When v2013 was install all existing cash accounts were "grandfathered" in, meaning they were accepted without the additional checks and balances.  However, once you need to edit or make a change to the Maintain Cash Accounts screen, THEN the system will go through ALL the accounts to validate the are in the proper rules for a cash account.  For more information on this, see Knowledge Base article  "Error: "Invalid Account Type" when saving CM cash account "(32747) and "How to set up a cash account or checking account and define as default" (18536) .

Thanks,

Coleen

Hi Coleen, thanks so much for responding.  I have verified that all other (6) of my accounts are correct in the G/L and all are all listed as "current assets" with no duplicating numbers.  I'm at my wit's end!

Jenncat4

If you have gone through both resolutions and are still having issues adding a new case account, then I would recommend opening a case and working with a support analyst.  They can review each of your cash accounts with you to see what could still be causing the problem.  You can open a case on line at support.na.sage.com or call 800-447-5700 and select option #3.

Thanks,

Coleen

Ok, thanks for letting me know.  I will go that route!  Appreciate your help.