Visma eEkonomi Smart
Edit ledger account
You can make certain changes to the accounts found in the chart of accounts. Which changes you can make depend on which account you want to edit.
Changes you make to an account in the current financial year, will also affect the financial years that you create in the future. If you want to make changes to an account in another financial year, select the preferred financial year from the Financial year drop-down menu under Settings - Chart of accounts. These changes will only affect the selected financial year.
- Select Settings - Chart of accounts to open the menu.
- Choose the account you want to edit.
- Select Edit on the row that opened.
- Make your changes.
- Select Save.
If the account has a padlock and the text Standard item, you cannot change the name of the account. You are however able to copy an account and use your own settings for it.
Field explanations
Active
If the ledger account contains postings, you can not delete it. In that case, you have to deactivate the ledger account.
Allow cost centres
To be able to use cost centres in your accounting, the general ledger accounts must be set to allow posting to cost centres.
Allow projects
To be able to use projects in your accounting, the general ledger accounts must be set to allow posting to projects.
Do not allow manual registration
Check this box if you want to lock a ledger account for manual registration.
Related topics
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Chart of accounts |
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Importing or exporting chart of accounts |
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Unlock or lock a ledger account for manual registration |
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