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Chart of Accounts

Manage Subheadings

Edit and delete your subheadings to further organize your chart of accounts.

You must have accounting administrator permissions to perform this task.

You may come up with a more easily identifiable name for a subheading, or you may not need one at all. Organization is all about structure and holding onto only what you need.

  1. In the top-left corner, click your ministry hub then Accounting. Then click Ledger Setup > Chart of Accounts.
  2. Click the ellipsis icon beside a subheading and select one of the following:

    • Edit

    • Delete— This only displays if no core accounts are listed under the subheading.

  3. If you edit, make any necessary changes, and click Save. If you delete, click Delete again to confirm.
    Tip: When you subtotal a subheading, you summarize the information that prints on the accounting statement for a particular view. All accounts within that heading will be combined on your financial reports.
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Last updated: July 11, 2023