Manage Accounts

This is where you can select which accounts are active for your ledger.

Viewing Active Accounts

1	Go to the Admin menu, then click Manage Accounts.
2	This will display a list of all active accounts relating to your entity.
3	The different colored accounts relate to what sub-account reporting option is associated with them. Green accounts - Sub-account is required Orange accounts - Sub-account is optional Red accounts - Sub-account is prohibited
4	If you wish to view details regarding a certain account, click on it and this will bring up the details.
5	There are three tabs where details can be viewed. Account Details - This shows all the generic details. You are able to update the Preferred Name of the account and make it 'Inactive' here. Assign Sub-Accounts - This allows you to assign sub-accounts that can be posted to in relation to this account. Default Tax Schemes - This is where you set the default tax code for the specified account. When setting tax codes, insure that the correct country is selected.
6	If updating details, be sure to click Save once completed.
7	You can collapse all accounts by clicking the Button.
8	This will allow you to then expand out each section as you wish.

1	Go to the Admin Menu and select Manage Accounts.
2	You can view and edit Sub-Accounts by clicking on the 'Show Sub-Accounts Only' checkbox.
3	You can select each Sub-Account and mark it 'Inactive' if it is no longer needed.

1	Go to the Admin Menu and select Manage Accounts.
2	Click on the 'Show Inactive' check box. This will add all the inactive accounts to your list. The inactive accounts will show as grey.
3	To activate an account, click on it and uncheck the 'Inactive' check box.
4	Click Save to make it active.
5	Once you have made it active, you are able to update the Account Details, Assign Sub-Accounts and set the Default Tax Schemes if needed.