LA GL - Title Accounts: How to Create

To create a Title Account, go into Chart of Accounts. You may either create a new account number and mark it as a Title Account or you use and existing Account Number by moving all of the associated data to a new number and then re-using the existing number as the Title Account.

To create a new Account Number, click the New button in the 

If you want to use an existing number, Change the Account Number to a different number.  

To do so click on the Edit button.

As the message says, this will change the number and all transactions tied to it, to the new number. 

 

Create a new item on the Chart of Accounts giving it the original number (if you followed step 1 above) or a new number (if you didn’t) and mark this as Active and Title.

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.