Use this window to specify the selection criteria for an account or accounts you want to add or edit.

To open the window, choose: Financials > Edit Chart of Accounts.

Use this window to maintain an account or accounts you filtered in the Edit Chart of Accounts – Selection Criteria window.

Edit Chart of Accounts Window

G/L Account Details
The account type (title or active), code, name, and level, for the selected account.

G/L Account Location
Location in the chart of accounts, according to:

  • Drawer – Name of the drawer(s) in which the account resides
  • Parent Article – Immediate level under which the account is found
  • You can view all items on this level that are found in this drawer.
  • Loc. in Drawer – First, last, or after another account in the drawer.

Add Sub-Level Acct
Adds a lower-level account under the marked account.
Example: Select a Level 3 account, and choose Add Sub-Level Account to create a new account on Level 4 or 5. The selected account becomes the parent article of the new account.
Note: This button displays only if the option Use Segmentation Accounts is not selected on the Basic Initialization tab in: Administration > System Initialization > Company Details.

Add Same-Level Acct
Adds an account on the same level as a selected account, under the same parent article.
Note: This button exists only if the option Use Segmentation Accounts is not selected on the Basic Initialization tab in: Administration > System Initialization > Company Details.