Change Account Number Structure

Under Special Functions in the Button Bar at the top of the screen, click the Change Account Number Structure button to access the screen. Before entering the screen, a message notifies you that "While this screen, is open you will have exclusive access to editing accounts. No one else will be able to make changes to accounts while you are in this screen." After you see the message, click the OK button.

 

If you wish to change the Account Number structure, or change whether you use account numbers, click the Change Structure button. On the Account Number Structure screen that appears, you can click to remove the checkmark next to the Use Account Numbers? box to refrain from using account numbers in the Chart of Accounts. Otherwise, place a check in the box and decide on a structure to use for the account numbers to use in your Chart of Accounts. The default number structure is #.##.###

Renumber Chart of Accounts

To enter the structure of the account number you have decided to use, enter a # (pound sign) to designate the place of a number / placeholder and a . (period) to designate the place of a separator. Press OK to lock your changes.

Once you make changes to the structure, you might find that there are multiple account numbers that AFTER renumbering them are the same. Any duplicate, or even blank account numbers, will be highlighted in red. You can also adjust the list to show duplicate or blank account numbers by clicking to place or remove a checkmark in the box. Change the account numbers found in the Account Number AFTER renumbering to the desired numbers. You can also locate each account individually by clicking the Search box, typing a part of the name or number, and pressing the Enter key.

When you are finished with your changes, apply them by clicking the Save button. Then close the screen.