Before I fully understood that certain Balance Sheets Accounts were control accounts and not just stand alone accounts I made some changes which I now can’t reverse, e.g. I edited “Fixed Assets” to a different name and assigned it to a Asset Group. Subsequently I learnt that that account was direct…

All I know is that after I changed the name of the inventory account my sales invoice transactions do not show up under Income anymore. I just did a test----If I issue a Credit Note–the transaction is listed in Income but not if I issue an invoice. Maybe something is up with invoicing?

Are you certain you selected the proper income account for each line item in the sales invoice? And does anything show in your Suspense account? Also, what time period is set for your Summary?

I just did several more tests in invoicing and in Credit Note. Invoices do not show up on my Summary page but Credit Notes do. I checked time period—it is 1/1 thru today and invoices and credit notes were done with today’s date. I have to leave the office for awhile–I will do another invoice later…

You can send me your accounting file to lubos@manager.io. I can have a look what’s going on.

I’m having an identical problem. Under the “Special Accounts” tab, I have a number of accounts that previously used to be standalone accounts that I could organise under “Chart of accounts”. I have now decided that I want to go back to how it was originally, i.e. I want all the accounts under “Chart…

[image] irfans: Under the “Special Accounts” tab, I have a number of accounts that previously used to be standalone accounts that I could organise under “Chart of accounts”. When you created the Special Accounts to be used in place of the COA standalone accounts, how did you transfer the tran…

Thanks for the suggestion. I did not create the Special Accounts. I created the accounts under COA. I think some time back, I was checking out the new control feature and converted these standalone accounts into special accounts and the transactions moved along. I can’t remember how I did it. What…

When you say “Special Accounts” do you mean by using the Special Accounts tab. As far as I am are aware you can’t convert (move) a standalone COA to become a Special Account. However, if you created Custom Control Accounts and then nominated sub-accounts to that Custom Control Account then you jus…

Can we rename Assets and Liabilities with another name? I think it should be, because I see Equity can be edited / renamed, but why can’t “Assets” and “Liabilities” be edited or renamed?

In relation to this, I am puzzled why one can not optionally assign account numbers to group headings including Assets, Liabilities, Equity, and any P&L groupings.

Balance Sheet Control Account - Renaming & Linking

Tut May 16, 2021, 1:00pm 22

See Balance Sheet first level renaming.

Topic		Replies	Views
Renaming control accounts	9	1886	November 5, 2015
[16.5.32] Added ability to create custom control accounts for cash accounts	46	11249	June 23, 2016
[16.7.65] Extended ability to create custom control accounts	33	6513	August 6, 2017
Renamed custom control accounts shown in grey	4	546	May 4, 2020
Possible renaming of Cash Accounts tab	38	4837	June 9, 2016

Balance Sheet Control Account - Renaming & Linking

Related topics