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Exact Synergy Enterprise   
 

Recoding accounts

Menu path

Modules ? Customers ? Reports ? Accounts ? Search 

Introduction

This page allows you to change the account code of the account for the selected division.

Roles and rights

All users can change the account code.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 260 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I change the account code of the account?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select an account under the Account name column.
  4. Click Actions.
  5. Click Recode: Account. The Account: Recode page will be displayed.
  6. Under the Recode section, type a new account code at New code.
  7. Click Save. A message “Confirm: Recode: Account” will be displayed.
  8. Click Yes.

Tips and tricks

Buttons

Fields

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 26.418.288
 Assortment:  Date: 06-02-2018
 Release:  Attachment:
 Disclaimer

Attachments
ESE-OH260-Recodingaccounts-final.docx 41.5 KB View Download