Changing Sort Codes

You can change the order in which accounts appear, and you can insert new account groups within an existing order.

You change sort codes only in the Change Sort Codes window, as described in this topic.

To change the sort order for account groups

1. Open G/L Setup > Account Groups.

2. Click the Change Sort Codes button to display the Change Sort Codes window.

3. Double-click in the New Sort Code column for the account group you are changing.

4. Change the code, then tab out of the column.

The account group moves to its new position in the list.

5. Assign the same sort code to the other account groups in the set.

6. Click the Process button to save your changes.