Your Chart of Accounts might need occasional updates, whether you're correcting a typo, changing an account name, or adjusting an opening balance. With inline editing, you can quickly make these changes directly within the table. Follow these steps to edit your COA records within the system:
Steps to Edit an Account Record:
Navigate to Chart of Accounts
From the top navigation menu, select Chart of Accounts.
Locate the Account
On the Chart of Accounts table, select the relevant account type tab (Assets, Liabilities, Equity, Revenue, or Expenses) to view the list of accounts under that category.
Locate the row of the account you want to update.
Click directly on the field you want to change: Code, Opening Balance, Closing Balance, or Description.
Make your changes, then click on Save.
The update takes effect immediately.