Create edit or deactivate an account

Steps

1. Open Accounting → Chart of accounts for the property and search existing accounts first.

2. Enter Account code and Account name, select the account type and parent where applicable, and set Active account.

3. Choose Create account, or choose Edit on an existing account and Save account after making the authorised changes.

4. Use the account activation control to retire or restore an account. Use Delete only where permitted; an account required by posted history or mappings may be protected.

5. Confirm the account list reflects the saved state before selecting it in an expense, journal or posting rule.