Account Glossary Window

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The Account Glossary provides a complete list of Accounts including the Account number, name, and type of Account.  Accounts may be added, edited, or deleted by clicking on the appropriate buttons at the bottom of the window.  Clicking on the Add or Edit Buttons will open the Account Window.  The  Account Glossary window is accessed from the Tools menu by choosing Glossaries then Accounts.

 

acct glossary

To delete an Account, highlight the Account and click on the Delete Button.  If an Account has activity or has been used somewhere in Design Manager, then the Account activity must be transferred to another Account before deleted.  A message window will appear alerting you when this happens.  By clicking the OK Button after you have read the message, you will open the Transfer to Account Window.

 

Clicking the Balances Button will display the Account Balances Window.