Edit Chart of Account
Path: Financial > Edit Chart of Accounts
Use this function to make changes to a chart of accounts, create new accounts, and change and edit existing accounts. Use this window to specify selection criteria for editing the chart of accounts.
- Select the drawer(s) you want to view and edit. After defining criteria, you can view the results in the Edit Chart of Accounts Window.
- To move G/L accounts to the proper drawer or location, define the correct parent article and the location of the preferred drawer in the G/L Account Location.
Delete G/L Accounts
‑ No transactions have been posted to the account, including the opening balance.
‑ The opening balance has not been posted to the account.
‑ The account is not defined as a control account.
‑ The account is not included in G/L account determination.
- Select the account you want to delete.
- Right-click, select Advanced then Delete Account
- Click Update