Change a General Ledger (GL) Account's Name

The method that you use to change a GL account's name depends on which List tab view you are using.

To perform this procedure, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To change a GL account's name in the Setup - All Settings view:

1. On the main toolbar, click Finance & Administration .
2. In the left pane of the Finance & Administration window, click General Ledger > Chart of Accounts.
3. Select Setup - All Settings view from the view drop-down list.
4. On the List tab, locate and select the account whose name you want to change.
5. In the Account Name column, double-click on the name of the account.
   The Edit icon appears on that account's line on the List tab to indicate that you are editing that account.
6. Enter a new name for the account.

To change a GL account's name in the GL Balance view or the Translations grid view:

1. On the main toolbar, click Finance & Administration .
2. In the left pane of the Finance & Administration window, click General Ledger > Chart of Accounts.
3. Select the General Ledger Balance or Translations Grid view from the view drop-down list.
4. On the List tab, locate and select the account whose name you want to change.
5. Click Sidebar at the right side of the grid toolbar.
6. Click Account Settings in the Sidebar if that page is not displayed.
7. Put your cursor in the Account Name field.
   An X appears at the end of the field.
8. Click the X to clear the Account Name field, then enter the new name for the account.