Moving a Summary Account

You can move a summary account to a new location in a chart of accounts within the same chart of accounts section. The following procedure describes the process for moving a summary account.

To move a summary account

  1. Access Chart of Accounts (GL00.1).
  2. Inquire on the section of the chart you want to maintain.
  3. Click the More button next to the summary account you want to move. The Summary Account Options (GL00.5) subform appears.
  4. Click the Move button to open the Move Summary Account (GL03.2) subform.
  5. In the Precede Summary Account field, select the summary account that should follow the account you are moving to identify the new location for the summary account.
  6. Click OK.

Related Reports and Inquiries

To Use
List a chart of accounts for a chart name, section, depth, or account Chart Listing (GL200)
Related topics