Edit an Account in the Secondary Chart of Accounts

You can change the names and codes of secondary accounts in the General Ledger.

To use the Chart of Accounts submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To edit an account in the secondary chart of accounts:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company associated with the secondary account that you want to edit.
  3. In the left pane of the Finance & Administration screen, click General Ledger > Chart of Accounts.
  4. Click the Secondary Chart of Accounts tab.
  5. Select the secondary account that you want to edit and click on the tab toolbar.
  6. In the Edit Secondary Chart Account dialog box, implement the changes and click OK.