Modify a GL Account

If the way in which an account is used or its position in the Chart of Accounts is changed, the details of may be modified from the General Ledger Inquiry window.

How to Modify an Account

1. Navigate to General Ledger > Inquiry in the main menu.

2. Filter the account records to find the required record (see Searching Records).

3. Select the required record and click the Modify Account Details tool  . Edit the details as required and click OK.

Note: One of the main benefits of this facility is to be able to change the name of an account if required – for example, a New York Bank Account rather than Bank Account.