Renaming a Summary Account

You can assign a new name to a summary account. The following procedure describes the process for renaming a summary account.

To rename a summary account

  1. Access Chart of Accounts (GL00.1).
  2. Inquire on the chart that holds the summary account you want to rename.
  3. Click the More button next to the summary account you want to rename. The Summary Account Options (GL00.5) subform appears.
  4. Click the Rename button to open the Rename Summary Account (GL00.8) subform.
  5. In the New Name field, type the new summary account name.
  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)