How to Edit Account CODE

Question asked by April Loreto 4 weeks ago

Dear Team,

How to edit account code see attached screenshot Manage Account Code, i don't have any option to do it.Thnx

file

9 Replies

Hi April,

You can turn this on under Settings > Configure system > Toggle Features > Accounting > Tailored Account Codes.

All the best,

Mohamed.

Hi April,

It appears you are on the new account code screen. To edit an account code you need to head to Settings > Accounting > Account codes and then hit the pencil icon next to the account code you want to edit.

All the best,

Mohamed.

I see,

I don't have the option to edit the account code number

file

Hi April,

This might be correct. Some account codes do not have the option to amend the account code number.

All the best,

Mohamed.

Hi Mohamed,

For consolidation purposes with our branches we need to have the same code number on the same account name, the thing is during set up we only create account name that are applicable each branch which affects the series. Any advice?

Hi April,

The only idea I can come up with would be a custom code but that would not change the system code and so I am not sure if that would be a suitable solution for you.

All the best,

Mohamed.

So we need a feature to customized the code? how can i add that option? or where i can find that?

Hi April,

You can turn this on under Settings > Configure system > Toggle Features > Accounting > Tailored Account Codes.

All the best,

Mohamed.

thank you Mohamed.

Hi April,

You're welcome.

All the best,

Mohamed.

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