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Object documentationEdit Chart of Accounts Window

 

Use this window to maintain an account or accounts you filtered in the Edit Chart of Accounts - Selection Criteria window.

Edit Chart of Accounts Window
G/L Account Details

The account type (title or active), code, name, and level, for the selected account.
G/L Account Location

Location in the chart of accounts, according to:

  • Drawer - Name of the drawer(s) in which the account resides

  • Parent Article - Immediate level under which the account is found

    You can view all items on this level that are found in this drawer.

  • Loc. in Drawer - First, last, or after another account in the drawer.
Add Sub-Level Acct

Adds a lower-level account under the marked account.

Example Example

Select a Level 3 account, and choose Add Sub-Level Account to create a new account on Level 4 or 5. The selected account becomes the parent article of the new account.

End of the example.

Note Note

This button displays only if the option Use Segmentation Accounts is not selected on the Basic Initialization tab in Start of the navigation path Administration Next navigation step System Initialization Next navigation step Company Details End of the navigation path.

End of the note.
Add Same-Level Acct

Adds an account on the same level as a selected account, under the same parent article.

Note Note

This button exists only if the option Use Segmentation Accounts is not selected on the Basic Initialization tab in Start of the navigation path Administration Next navigation step System Initialization Next navigation step Company Details End of the navigation path.

End of the note.

More Information

Chart of Accounts

Setting Up and Working with G/L Accounts

Edit Chart of Accounts - Selection Criteria Window