Managing and Editing Subaccounts

To edit a subaccount:

1. In the Account View, select the subaccount you want to edit, and then from the Actions menu, select Subaccounts.

   You can also right-click a cell and click Subaccounts.

2. Edit the member name (subaccount ID) and the description, if needed.

   Note:

   If the fields are not available (greyed out), it means that the subaccount is not editable, for example if you don't have access permissions to edit it.

   For main accounts, to maintain the accounting integrity of the model, you can edit the name but not other fields.

3. In Type, select the rollup option for this subaccount.
4. To edit related accounts:
   1. Click Edit next to Related Accounts.
   2. In the list of related accounts, click Edit .
   3. You can make changes to a group of accounts all at one time. Enter search text in the Find box, and then: Click Find and Replace, enter the replacement text, and then click Replace All. Or, click Append, enter the text to append, select whether to append at the Front or End of the name, and then click Append All.
   4. Make changes to one account at a time by clicking or tapping the account name in the right-hand panel of Related Accounts and making the changes in the Name box.
   5. Click Save.
5. Click Apply to save the changes.