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This article applies to:

  • Product: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration

Create a new version of a source chart or summary chart of accounts

Create a new version of an existing chart of accounts in ONESOURCE to update the chart name, type, or effective start date.
You can create a new version of an existing chart.
  1. Sign in to ONESOURCE and select
    Administration
    .
  2. Select
    Company Info
    , then select
    Accounts
    .
  3. Select
    Source chart of accounts
     or
    Summary chart of accounts
    , then select the
    Chart Name
    .
  4. Select the Plus icon to create a new version of the chart and enter the following:
    1. Chart Name
       for the chart.
    2. Chart type
       — change from Summary Chart to Source Chart, or from Source Chart to Summary Chart. To change the chart to Summary, remove any accounts with financial hierarchy mappings and verify the chart is not part of any rollup.
    3. Effective start date
       — the new effective start date must be later than the start date of the previous version.