PSA L&P - Accounts: How to change an account shortcut

How to change an account shortcut

Go into Ledgers & Payables → Accounts → Find the account

If the shortcut field is active, you can click into the field and enter the new shortcut number, then click Submit.

  • You can tell if it's active because when you click into the field, the background of the field will turn yellow and you will be allowed to overwrite the contents in the field.
    • See the field for Shortcut in the screenshot below.
  • If the shortcut field in inactive (is shaded), contact the church administrator or diocese for assistance. 
    • Note all of the fields below Entity are shaded in the screenshot below.


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