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How Do I Access Account Actions

Each row in the Chart of Accounts table has its own actions menu, accessed through the ⋮ icon at the far right. Go to Finances → Chart of Accounts.

Steps

  1. Go to Finances → Chart of Accounts.
  2. Find the account you want to act on, and click the ⋮ icon at the end of its row.
  3. For accounts with a "System" status, the menu shows "System account (read-only)" and no editable options.
  4. For accounts with an "Active" status (custom or bank-linked accounts), choose "Edit account" to update its details.

Related Articles

  • What Can I Do from the Actions Menu?
  • Why Can't I Edit a System Account?
  • How Do I Add a New Account?

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