Changing Sort Codes

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

You change sort codes only on the G/L Change Sort Codes screen.

To change the sort code for account groups:

1. Open General Ledger > G/L Setup >  Account Groups.

2. Click the Change Sort Codes button to display the Change Sort Codes screen.
3. 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.

Last published: 4/8/2016