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Chart of accounts

Renumber a chart of accounts

The application lets you renumber a group of a client's account numbers with the
Edit Multiple Accounts
 page.
  1. From the
    Chart of Accounts
     or
    Enter Trial Balance
     screen, select
    Edit
    , then
    Edit Multiple Accounts
    .
  2. In the
    Edit Multiple Accounts
     window, select
    Renumber accounts
     from the
    Information to edit
     field.
  3. Select
    Enter
     to open the
    Renumber Account Numbers
     window.
  4. Select a segment to renumber in the
    Identification
     section.
    1. By default, the accounts grid includes only active accounts for the selected client, but you can mark the
      Include inactive
       checkbox to include all accounts.
      tip
      You can filter the displayed accounts in the grid by using the filter fields.
  5. To take the same action for all accounts in the grid, use the Action section to select the logic to apply.
    • None
       - for manually entering numbers in the grid or for copying and pasting account numbers into the grid.
    • Increment by*
       - for incrementing account numbers by a specific number. Enter the increment in the
      Amount
       field and then enter the account number to start with in the
      Beginning account number
       field.
    • Increase by / Decrease by*
       - for increasing or decreasing the account numbers by a specific amount.
    • Multiply by / Divide by*
       - for multiplying or dividing the account numbers by a specific number.
    • Find / Replace
       - for finding any string of characters in an account or segment code and replacing it with another string.
    *
     For these logic options, if the account numbers include letters, the application increments only the numeric portion.
  6. Select
    Apply
     when you finish making changes.
  7. Select
    Enter
     to renumber the accounts.
  8. To view a diagnostic report that displays the original account number and the new renumbered account number for each account that was renumbered, select
    Preview Diagnostic
    . You can also print this diagnostic.
note
Only those accounts that are currently displayed in the Accounts grid are updated when you select
Enter
 to apply an update. This is also true when a filter is applied via the Filter field at the top of the window.

This article applies to:

  • Product: Accounting CS,Accounting CS Client Access,Workpapers CS
  • Subject: Chart of Accounts,Journal entries,Posting periods,Trial balance