This article explains how we edit general ledger accounts in our accounts list/chart of accounts or general ledger. The accounts list affects everything that happens in Actionstep accounting, including how you record income and expenses and the layout of your financial reports.
All accounts must initially be set up as master accounts and can then be "installed" at a divisional level. Therefore, in order to start editing accounts you must select master accounts from the Display drop down box.
|Available on Practice Pro + Accounting|
Edit a general ledger account
Navigate to Accounting > Accounts > Account List
To edit an account click on the dropdown next to display and select Master Accounts
To edit an account click on the name of the account (the name of the accounts will hyperlink when you hover over them).
You will then be presented with that account's edit account screen
Make the required edits (for more information on the fields above please see add a general ledger article). Then hit Save.