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author's profile photo Former Member
Former Member

Chart of Accounts

In chart of account, I need to insert a new category (level 3 - Title) under 'Current Liabilities'. Once created, the new category appeared by default at the bottom of the list. For the sake of consistency, I need to move that category up. However, there doesn't seems to have any control button that i can move up the newly created category. Any idea how can I do it?

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  • author's profile photo Former Member
    Former Member
    Posted on Nov 19, 2011 at 04:26 AM

    Hi Richard.......

    I believe you are adding new account from Charts of Accounts directly. But if you want to to get shifted to the correct group you must edit it through Edit Charts of Accounts.

    Go to Financials > Edit Chart of Accounts > Select Liability and click Ok >Select Account that you need to move to the correct group > Make it Level 3 in dropdown of Level and select the Current Liability's Account Code in the Parent Article Dropdown.....

    You can refer this video how to shift account.....

    http://www.youtube.com/watch?v=vkTCfvgSKRg

    This will shift the Account to proper head.......

    Regards,

    Rahul

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  • Posted on Nov 19, 2011 at 06:41 PM

    Hi,

    You can move the positioning of the G\L account in the CoA easily by using the Edit Chart of Account

    The window is available under Financials Module > Edit Chart of Account > select the 'Current Liabilities' drawer.

    Kind Regards,

    Jitin

    SAP Business One Forum Team

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