Donna-MV's avatar
Donna-MV
User
12 years ago
Status:
Done

Accounts List: Ability to edit directly from the Account List window (without opening Account)

Rather than just viewing the GL in list form, it would be great if we could also make modifications directly in the list rather than having to drill down into each account.  It would make changing the GST code to all accounts a lot easier for example.  (The boss wasn't happy about exporting the list to Excel, making super fast changes, then importing again.)

 

 "Easy modifications to GL"

Accounts

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  • Steven_M's avatar
    Steven_M
    Former Staff
    2 years ago
    Status changed:
    New
    to
    Done

    Hi Everyone


    Within the AccountRight browser interface, users can select the Edit accounts from the Chart of accounts window to bring up an edit window. This will allow you to edit the account information (number, name, tax code, and opening balance) without the need to open the account. Don't forget to select Save once you have completed the changes.