Edit Multiple GL Account Assignments and Relationships

You can edit the General Ledger (GL) category and parent GL account assigned to a GL account if no transactions have been posted in any AR ledger using those GL accounts. Only the parent GL account and GL category fields are available to edit from the Chart of Account (COA). The rest of the GL account information displayed is based on how the GL account is set up.

If you want to edit the list of GL accounts in the COA, you can Assign GL Accounts to Chart of Accounts or Remove GL Account from Chart of Account.

To edit a single GL account, refer to Edit Single GL Account Assignments and Relationships.

Complete the following steps to edit multiple GL accounts:

Select Revenue Management from the Gotransverse application menu .
Click Setup in the left pane.

Setup Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
Click the Chart of Accounts tab.

Chart of Accounts Tab
Select the desired Chart of Accounts from the list to open the Chart of Accounts Information window.

Chart of Accounts Information Window
Select Edit Chart of Account from the Chart of Accounts drop-down menu to open the Configure GL Account Relationships window.

Chart of Accounts Drop-down Menu - Edit Chart of Account Option
On the Edit Chart of Account window, find the GL account in the list you want to edit in the GL Accounts section. Click the icon and select GL Account to open the GL Account Configuration window.

If you click the icon next to the icon instead, the GL account will be removed from the COA.

GL Account Option
On the GL Account Configuration window, edit the Parent GL Account field by selecting another posting GL account from the drop-down menu or clicking the icon to the right of the field selection to end the current relationship. Navigate between GL accounts in the COA by using the left and right arrow at the bottom of the window.

GL Account Configuration Window - Parent GL Account and GL Category Fields with Multiple Option
Also in the GL Account Configuration window, edit the GL Category by selecting another GL category from the drop-down list or clicking the icon to the right of the field selection remove the GL category. Navigate between GL accounts in the COA by using the left and right arrows at the bottom of the window.
Click OK to save changes and close the window.
Click Edit to save the changes made to the COA in the Edit Chart of Account window.