Manage Core Accounts

As the heartbeat of your general ledger, your chart of accounts always lives and breathes. Even after you've organized it, core accounts you need to adjust or delete become more visible. Do what you must to keep it tidy!

You must have accounting administrator permissions to perform this task. This task is for managing core accounts in your chart of accounts. If you're currently viewing your core accounts in the Segments section of Realm, click Manage Segment Entries on this page.
  1. Click Accounting > Ledger Setup > Chart of Accounts.
  2. Click the ellipsis icon beside a core account and select one of the following:
    • Edit Account
    • Delete Account— You cannot delete a core account that currently has activity, but you can make it inactive instead.
  3. If you edit, make any necessary changes, and click Save. If you delete, click Delete again to confirm. Or click Make Inactive to deactivate the account if it has activity.