Chart of Accounts Basic Procedures

  1. From the Chart of Accounts Master window, click View then select Category.

  2. The Category/Sub Category dialog box opens. You can edit category and subcategory descriptions in this dialog box. You can search by category, subcategory, or by description. To search by category, enter the category in the first search box and press Enter.

    To search by subcategory, enter the subcategory in the second search box and press Enter.

    To search by description, enter the description in the third search box and press Enter.

    After pressing Enter, the matching row is highlighted.

    To expand the category, click the plus next to the category name or you can click gl_category_expand.gif to expand all the categories. Categories also expand when you perform a search.

  3. Highlight the description to change and type over the text. The line is bold after you make changes.

  4. To save your changes, click SAVE-SMALL16.gif or click OK and you are prompted to save changes.