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Procedure documentationChanging, Moving, and Deleting G/L Accounts Locate this document in the navigation structure

 

In the normal course of business, it is not uncommon to have to adjust the chart of accounts from time to time. In SAP Business One, you can make changes to the chart of accounts, and change, regroup, or delete existing accounts.

Examples
  • One of your banks changes its name, so you update its name in the corresponding G/L account.

  • You originally created an account that was then never used, so you decide to delete it.

  • You need to reorganize your subsidiary’s accounts, based on new instructions from the mother company.

Procedure

Changing a G/L Account
  1. From the SAP Business One Main Menu, choose   Financials   Edit Chart of Accounts  .

  2. In the Chart of Accounts window, select the account and make your changes.

  3. To save these changes, choose Update.

  4. If required, choose Account Details, make changes in the G/L Account Details window, and choose Update.

More Information

Chart of Accounts Window

G/L Account Details Window

Moving a G/L Account

Note Note

Moving a parent account also moves its sublevel accounts.

End of the note.
  1. From the SAP Business One Main Menu, choose   Financials   Edit Chart of Accounts  .

  2. Do one of the following, and choose OK.

    • To change the location of accounts within a drawer, select the relevant drawer.

    • To move accounts between drawers, select the relevant drawers.

    The Edit Chart of Accounts window appears, listing the accounts included in the selected drawer(s).

  3. Select the account you want to move.

    Note Note

    To find an account, press CTRL + F, enter its code and/or name in the Find Account window, and choose OK.

    End of the note.

    The G/L Account Location section displays the current location parameters.

  4. In the Drawer, Parent Article, and Loc. in Drawer fields, specify the target location of the account.

    Note Note

    The options in the G/L Account Location fields depend on the selections made in the Edit Chart of Accounts – Selection Criteria window.

    End of the note.

    The account moves to the specified location.

  5. To save the change, choose Update.

More Information

Edit Chart of Accounts - Selection Criteria Window

Edit Chart of Accounts Window

Deleting G/L Accounts

Prerequisites

‑ 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.

Procedure

  1. From the SAP Business One Main Menu, choose   Financials   Edit Chart of Accounts  .

  2. In the Edit Chart of Accounts - Selection Criteria window, select the required drawers and choose OK.

  3. Select the account you want to delete.

  4. From the menu bar, choose   Data   Advanced   Delete Account  .