C21 Help Menu


21st Century Accounting Help - General Ledger

Editing the Chart of Accounts

Highlight an account you wish to edit and press F2. To add accounts, move to <new> and press F2 or just press F9 under the appropriate category. A new account line opens and you can enter the ID and name and select a cash flow category (if applicable) and a summarize option.

You can highlight and move or copy multiple accounts. Hold down the Ctrl key and click each account you want to select. To highlight a group of accounts next to each other, click the first account, hold down the Shift key, and click the last account.

To add an account or a number of accounts with new segment values, highlight the account or accounts you want to replicate as departmental (or divisional or as any accounting center for which you created a segment). Right-click and select Replicate selected accounts. In the Replicate dialog, type the new values for the account segment and press OK.

Working in the Chart of Accounts Pane

Keyboard


To

Press

Select next account or category

Up and Down Arrow keys

Open/close a category

Right Arrow key/Left Arrow key

Edit an account

Arrow to account and press F2

Add accounts

Press F9

Move accounts

Highlight account and cut (Ctrl+X), highlight category or account
above destination and paste (Ctrl+V)

Copy accounts (then edit IDs to create a new set of accounts—for a new department, for example)

Highlight account and copy (Ctrl+C), highlight category or account
above destination and paste (Ctrl+V)

Delete accounts

Highlight accounts and use Delete button

Mouse


To

Click

Select next account or category

Click account or category name

Open/close a category

Click plus/minus sign or double-click category name

Edit accounts

Click account and press F2 or right-click for options menu
and select Modify

Add accounts

Double-click <new> or right-click for options menu
and select <new>

Replicate accounts with new segment values

Highlight the accounts to replicate, right-click, and select
Replicate selected accounts from the menu

Move accounts

Drag accounts to category or below destination account

Delete accounts

Highlight accounts and use Delete button

 

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