Chart of Accounts
      Back to home
      1. Help Center
      2. Accounting
      3. Chart of Accounts

      Accounting: How to manage a GL Account

      Accounting: How to manage a GL Account Sharon Mulligan

      Once an Account code has been added you will be able to EDIT the description details but only for the Active Account not for Title accounts. The code cannot be changed or removed.

      • You will also be able to move the account to another Account Category or level (Account Parent) on the Edit screen.

      • You can change the Account name but not the account code

      • You can change the Account type

      • For Cash Account that is single currency you cannot change it to another currency, it can only be changed to All Currencies if that is required.

      Note: As an account cannot be deleted you can click on the ‘Hide unused accounts’ at the top of the page so you will not see any accounts that do not contain postings.

      Did this answer your question?