How to edit an account code record

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

You can edit multiple records simultaneously by selecting them in the grid and updating them in the Preview pane on the right. For more information, see Mass update.

From the main menu, select Run > Financials > Account Codes. The Account Codes page is displayed.

Click the record identifier in the ID column to display the selected record.

Click the tab you want to view or edit. The General tab is displayed by default.

Tab	Description
General	Displays details of the selected record. For more information, see General tab.
Workflow	Displays the workflow for the selected record. For more information about the workflow, see Account code workflow.
Discussions	Displays any relevant conversations about the selected record. For more information about discussions, see Discussions.
History	Displays changes to the selected record. For more information about history, see History.

Save your changes.

General tab

This tab includes the following sections:

Details

Field	Description
Title	External (common) name of the account code.
Account type	Account type of the account code.
Debit/Credit	Entry for the account code.
Level	Corresponding level of the account code in your general gedger system.
Owner	The person who owns the account code.
Parent	Parent account code of the current account code.
Account code	Internal code used for accounting.
Code	Internal code for the account code.
Created by	The name of the user who created the account code.
Creation Time	The time that the account code record was created.

Field

Description

Title

External (common) name of the account code.

Account type

Account type of the account code.

Debit/Credit

Entry for the account code.

Level

Corresponding level of the account code in your general gedger system.

Owner

The person who owns the account code.

Parent

Parent account code of the current account code.

Account code

Internal code used for accounting.

Code

Internal code for the account code.

Created by

The name of the user who created the account code.

Creation Time

The time that the account code record was created.

Attachments

Click

Add attachment if you want to attach a file to the record.

Note

The following file formats are supported: jpg; jpeg; gif; png; doc; docx; ppt; pptx; xls; xlsx; pdf; txt; xml; zip; msg; sql; gz; rar; tar; 7z.
The maximum file size of an attachment is 10 MB.
If the Attachments field has been defined as encrypted for this record type and you are a member of an encryption domain, click Add encrypted attachments to attach an encrypted file to the record.
Attachments are not visible in the Service Portal.