Edit an account in the Chart of Accounts

You may need to change an account in the Chart of Accounts if, for example, you want to change an account code number.

  1. Click Accounting in the navigation panel.
  2. Click Accounts, and then click the account you want to change.
  3. Change the information as needed.
  4. Click Save.

The availability of some or all of these features depends on your OnBalance contract and/or configuration.