Edit a GL Account
GL account details can be edited with changes made to any of the fields with the exception of the Function detail which is fixed when GL accounts are created.
To edit a GL account, from the General Ledger screen click on the pencil icon at the end of the row and open the GL Account.
Existing details display. Enter the new details as required and Save to update.
Alternatively, clicking within the row of a GL account opens a view mode of the record. Edit is available in the toolbar and selecting this returns to the edit mode (above) allowing for changes to be made.
The General Ledger Chart
Create a new GL Account
Create a GL Account for a bank account or credit card
Duplicate a GL Account
Edit a GL Account
Delete a GL Account
Deactivate a GL Account
GL Account Enquiry
The General Ledger Layout - Profit and Loss and Balance Sheet
Exporting from the General Ledger
Importing within the General Ledger
Retained Earning GL Account Code
Set up of Current Earnings GL Account
Close Off the Financial Year