Editing a Chart of Accounts

You can change the structure and segment values for an existing chart of accounts. For example, you may need to add more segments, increase the length of an existing segment, or change the segment values.

To edit the chart of accounts structure:

1. Select Administration > Chart of Accounts > Manage.

2. Click the name of the chart of accounts you want to edit.

3. Edit the segment fields on the Structure tab as necessary. For a list of these fields, see Chart of Accounts Fields.

4. Click Save.

To edit the chart of accounts values:

1. Click the Values tab on the Chart of Accounts Detail - Structure screen.

2. From the Select Segment list, select the segment you want to edit.

3. To add a new value, click Add Segment Value.

   To edit an existing value, click the link in the Value column. If necessary, you can use the New Query list to locate a specific value.

4. Complete or modify the fields that display. For a list of these fields, see Chart of Accounts Segment Value Fields.

   Note:In the segment value and description, use only the standard characters listed in the table. Avoid using marks such as accents, cedillas, and umlauts. For example, enter “cafe” instead of “café.”

5. Click Save.

6. To add or modify additional chart of accounts values, click Return to Chart of Accounts Detail - Values and repeat these steps as needed.