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Add / Rename

Adding a new account or category

  • Position yourself in the row above the one where you want to add the new account
  • Add a new empty row with the command Add rows from the Edit menu
  • In the columns, insert the account number, the description, the BClass (1 for the Assets, 2 for the Liabilities, 3 for the Expenses and 4 for the Revenue), and the Gr which needs to be the same as the one inserted for the accounts belonging to the same Group.

Note: If you first enter a transaction with a non existing account and later you create the new account in the accounting plan, you will first get an error message, that will go away only if you recheck the accounting with the Shift + F9 key, or the Recheck accounting command from the Account1 menu.

 

Adding a new group

  • Position yourself in the row above the one where you want to add the new group
  • Add a new empty row with the command Add rows from the Edit menu
  • In the columns, insert the group number, the description and the Gr which needs to be the same as the group you wish this group to be totalized.

 

Renaming an account or a group

  • Position yourself in the Account or Group column in the Accounts table, or in the Category column of the Categories table (or in the VAT code column in the VAT codes table)
  • Choose the Rename command from the Data menu
  • Enter the new account, group, category or code number

The program will automatically update the Transactions table with the new number or code.

 

Deleting an account or a group

  • Position yourself on the row number that contains the account that is to be deleted
  • From the Edit menu, click on the Delete rows command
  • Enter the number of rows that you wish to delete

After deleting an account, a category or a group it is necessary to use the Recheck accounting command from the Account1 menu. The program will give you a warning message if the deleted account, category or group was used in the Transactions table.

 

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