If the way in which an account is used or its position in the Chart of Accounts is changed, the details of may be modified from the General Ledger Inquiry window.

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How to Modify an Account

1. Navigate to General Ledger > Inquiry in the main menu.
2. Filter the account records to find the required record (see Searching Records).
3. Select the required record and click the Modify Account Details tool . Edit the details as required and click OK.

Note: One of the main benefits of this facility is to be able to change the name of an account if required – for example, a New York Bank Account rather than Bank Account.

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