21st Century Accounting Help - General Ledger

Editing the Chart of Accounts

Highlight an account you wish to edit and press F2. To add accounts, move to <new> and press F2 or just press F9 under the appropriate category. A new account line opens and you can enter the ID and name and select a cash flow category (if applicable) and a summarize option.

You can highlight and move or copy multiple accounts. Hold down the Ctrl key and click each account you want to select. To highlight a group of accounts next to each other, click the first account, hold down the Shift key, and click the last account.

To add an account or a number of accounts with new segment values, highlight the account or accounts you want to replicate as departmental (or divisional or as any accounting center for which you created a segment). Right-click and select Replicate selected accounts. In the Replicate dialog, type the new values for the account segment and press OK.

Working in the Chart of Accounts Pane

Keyboard

To	Press
Select next account or category	Up and Down Arrow keys
Open/close a category	Right Arrow key/Left Arrow key
Edit an account	Arrow to account and press F2
Add accounts	Press F9
Move accounts	Highlight account and cut (Ctrl+X), highlight category or account above destination and paste (Ctrl+V)
Copy accounts (then edit IDs to create a new set of accounts—for a new department, for example)	Highlight account and copy (Ctrl+C), highlight category or account above destination and paste (Ctrl+V)
Delete accounts	Highlight accounts and use Delete button

Mouse

To	Click
Select next account or category	Click account or category name
Open/close a category	Click plus/minus sign or double-click category name
Edit accounts	Click account and press F2 or right-click for options menu and select Modify
Add accounts	Double-click <new> or right-click for options menu and select <new>
Replicate accounts with new segment values	Highlight the accounts to replicate, right-click, and select Replicate selected accounts from the menu
Move accounts	Drag accounts to category or below destination account
Delete accounts	Highlight accounts and use Delete button