Changing AccountRight Account Types

Northfleet_FC

Hi All

 

Is there a way to change an account type FROM Credit Card to (for example) Other Liability?

 

Thanks muchly

 

Dale

Komal_S

Hi @Northfleet_FC 

 

The account types for detail level accounts can be changed in AccountRight, but you will not be able to edit the account types if :

 

• You have cheques or deposits recorded against the account
• The account is a header level account

You can edit the account numbers of detailed accounts to change the order they appear in  (Each account is identified by a unique five-digit number. The first digit indicates the account’s classification (for example, accounts starting with 1 are asset accounts). The remaining four digits determine its location within the classification. The lower the number, the higher up in the list it appears. For example, account 1-1100 appears above 1-1200).

 

If your account cannot be edited due to the reasons mentioned above, it would be recommended to inactivate that account and create another account with the correct type. 

 

Let us know if you have additional questions on this.