3 Accounts
From TrueERP wiki
Overview
Chart of Accounts
Is it clear that your Accounts within the Chart of Accounts can be viewed in a number of ways?
The Chart of Accounts list can be viewed in detailed list mode or Tree mode. The Chart of Accounts List displays the full list of Accounts with related balances. You can view by Active Accounts, Inactive Accounts or All Accounts, by the selected the required radio button. The "Chart of Accounts List" displays the following information fields for each account:
Account Number Account Name Account Type Department the Account is assigned to Balances of each Account Type and Account Balance Banking information Tax code information
In the 'Accounts List' you can view your Chart of Accounts. If you click on 'Tree mode' (circled on the far right top of the page), all the accounts will be moved into their Account Type/Name with drop down plus (+) signs. Click on the Plus sign to view all the accounts in their account type. Alternatively, when you are in Tree Mode you can click on the 'Expand All' (bottom left), allowing the user to view all on-going accounts.
Merging Accounts
How to Merge Accounts
In some circumstances you may need to merge two accounts. It is not possible to simply change the name in the account file as this is a unique identifyer for each record. You must create a new account with the new name and merge the old account into it.
Select Accounts Select Account List Untick Tree Mode Hold down the control key (Ctrl) and select the account name that you want to keep Continue to hold down the control key and select the account you want merged into the first account Once selected Right Click your mouse and select Merge You will then get a message confirming Select OK
