Account Record

The account record in General ledger stores all the information about the account you need to track and manage. When you access an account record, general information about the account appears at the top of the page. This includes the account number, type of account, and report classification.

To verify whether or not an account is a control account, view the account summary information on the top of the account record.

Tip: Are you looking for bank account records? For more info, see Bank Account Records.

Additional information about the account appears in the tiles on the record, for example you can see a history of any changes made to the account and any notes added.

To edit an account, open the account from the Accounts page. Then, from the account record, select Edit on the action bar and make your changes. For example, you might want to change the account description, report classifications, or transaction defaults.

To lock an account, from the account record action bar, select Lock account.When you lock an account, the account is locked from any data entry. To unlock the account, select Edit on the account record and clear Prevent data entry for this account.