Edit an Account in the Secondary Chart of Accounts

You can change the names and codes of accounts in the secondary Chart of Accounts in the General Ledger.

To use Chart of Accounts, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To edit an account in the secondary Chart of Accounts:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration screen to select the Company associated with the account in the secondary Chart of Accounts that you want to edit.
3. In the left pane of the Finance & Administration screen, click General Ledger > Chart of Accounts.
4. Click the Secondary Chart of Accounts tab.
5. Select the account that you want to edit and click on the tab toolbar.
6. In the Edit Secondary Chart Account dialog box, make the changes and click OK.