PS Help: Client Accounting Help
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Editing an added account

Only the Account Name of an added account can be edited. Added accounts are displayed in italics in the Prepare Trial Balance (Workpapers) table.

This functionality applies to all products except for AE/AO Ledger.

To edit an added account

  1. Open the workpapers period.


    2. See Opening an existing period.
    The Prepare Trial Balance (Workpapers) table is displayed.

  2. Select the account in the table.


    3. or
    Click the checkbox in the first column of the selected account.

  3. Click Edit account on the Tasks bar.


    4. The Edit Account window opens.

    The Account Name field is the only field that can be edited. All other fields are disabled.

  4. Edit the Account Name as required.

  5. Click OK.

Related topics

Adding header and detail accounts

Deleting an added account

Opening an existing period

Importing the client’s balances

Adding workpapers and source documents

Accounts

Opening workpapers

Completing workpapers

Opening source documents

Adjustment journals

Managing, tracking and approving workpapers

Posting journals and exporting new accounts
Related topics

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practiceSolutionsHelp
Accountants and Partners
Client Accounting
AE Assets Live (AU)
AE Assets Live (NZ)
AE Statutory Reporter (AU)
AE Statutory Reporter (NZ)
AE Workpapers (AU)
Workpapers (NZ)
AO Assets Live (AU)
AO Assets Live (NZ)
AO Statutory Reporter (AU)
AO Workpapers (AU)
Australia
New Zealand

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For specific taxation or accounting advice, please consult the relevant tax authority or regulator.