Editing an Account in the Chart of Accounts

To edit a general ledger account in your chart of accounts:

1. On the Chart of Accounts screen, retrieve the account.

   Note: To access the Chart of Accounts screen and retrieve accounts, see Chart of Accounts Overview.

2. Click EDIT.

   The Edit GL Account screen appears.

   Edit GL Account screen

   

3. Edit the account as appropriate.

   Notes:

   • If you change the account name, it must contain "Bank" or "Cash" if you want to post payments in Bank Deposit.
   • The Last Check # field indicates the last check number used for the general ledger account. You can change the number in this field. However, you should not change it unless it is out of sync with your check stock.

4. Click SAVE. A confirmation message appears.

5. Click Yes. The Update charts in all locations? dialog box appears.

6. To update the chart description in all locations, select Update Description?

7. To make this an open item chart in all locations, select Update Open Item Account?

   Note: You can reconcile open item accounts in the general ledger by using any of the following GlobalWare functions:

   • Automatic Reconciliation. For details, see Automatic Reconciliation.
   • Manual Reconciliation. For details, see Manual Reconciliation.
   • GL Edit & Query. For details, see General Ledger Transactions.
8. Click OK.