Edit General Ledger Accounts
If you change an account with a balance to inactive status, make sure to include inactive accounts on reports.
This prevents reports from appearing out of balance. If Inactive Accounts is not selected in Reports Setup, a warning message displays when the account has a balance.
If you move an account to a different fund, you must make a journal entry between the Fund Principal accounts of each fund to keep the funds in balance- Under Manage Records, click the Chart of Accounts tab.
- In the drop-down list, select Add/Edit Chart of Accounts and click Go
.
- Select the account you want to edit, then click Edit Account.
- Make your changes (you can edit any of the account fields), then click OK.