Today the Form I decided to write about is “Edit Chart of Accounts”. The details are as follows: -
Form Name & Number: - Edit Chart of Accounts & 152
Form Overview: - As the name suggests, this window is primarily used to edit the previously defined Chart of Accounts. The details displayed on the form are account type (title or active), code, name, and level, for the selected account.
Transactions & Activities: - The following list of activities are possible using this form : -
Changing G/L Account Location: - You can change the location of an existing account either upwards or downwards.
Adding a Sub-Level Account: - Adds a lower-level account under the marked account
Adding a Same-Level Account: - Adds an account on the same level as a selected account, under the same parent article.
Deleting an Account: - Deletes an account in which no transactions are posted.
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