Viewing 4 posts - 1 through 4 (of 4 total)
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  • #12127
    Denise
    Participant

    Questions:

    How can I change an account # in our General Ledger?

    In the GL module, “Accounts” tab: What does “Copy” button copy? Is it only the Type, Group, Alias, etc. info?

    Will I have to start a new GL account and transfer 2021 Jan/Feb transactions to new account?

    Background:

    Transactions have been posted to the account in multiple fiscal years. Approximately 50 transactions per year posted to the account.

    Would like to keep all payroll-related Balance Sheet liabilities together in the Chart of Accounts. Have an account to be added, and no room to do so. Would like to give one of the non-payroll liability accounts a new number.

    Thank you for your assistance.

    #12132
    Spire Systems
    Keymaster

    There is no way to move transactions from one account to another.

    #12155
    Denise
    Participant

    Is there a way to change an account number in the Chart of Accounts?

    #12176
    Spire Systems
    Keymaster

    Check with your Spire partner as there may be a 3rd party app that will do that.

Viewing 4 posts - 1 through 4 (of 4 total)

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