Set up element types

Introduction

An element type groups each general ledger activity into categories to meet your school’s specific needs. For example, categories can include budgets, transactions, balances, etc.

When the Zunia onboarding team creates a financial entity for your school, it creates default element types: 

• Account 
• Cost centre 
• Sub-allocation 

Note: The default element number for the 'Account' element type is '0'. For ‘Cost centre’ and ‘Sub-allocation’ it is set to ‘1’ and ‘2’ by default.

This guide shows you how to set up the element types. 

Set up an element type

To set up an element type, go to your finance entity and select Finance settings > General ledger settings, then select Element types. 

The Element types window displays. 

1. In Element types, select Add.
   The Add element type pop-up appears.
    
2. In Add element type, enter the details:  

   Field	Description
   Description	Details about the element type you’re creating. Note: You can’t name two element types the same.
   Group description	Details about the group this element type is a part of.
   Minimum length	This is within 15 characters. The least is one character.
   Maximum length	This can go up to 15 characters.

3. Select Save when you’re done.
   You’ve now added an element type.

You can use the 3 dots icon if you want to edit an element type.

Next, you can set up the element groups.