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See the instructions below to remove an existing account assignment. 

NOTE: If a completely new account is required that does not already exist as part of the Global Chart of Accounts template then it will need to be created as part of the Global template first before it can be used as an assignment in the Organisation Chart of Accounts.

How do I delete a Chart of Accounts?

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You should only be looking to remove accounts that have not been used. To un-link or un-assign accounts from the default company then use the Entity Data Maintenance from the Webtools menu. Look for the entity 'GlAccountOrganization' and delete the record to remove the link.

How do I view the details for an account in the Chart of Accounts?

Details of the accounts that make up the Chart of Accounts can be accessed from this screen. 

NOTE: There is a bug here related to the 'Posted Balance' because the account link takes the user back to the 'Global GL Settings' where all posted balances are zero.  Need to understand where the posted balances for 'Company' are stored...

Example: To view the details of an account

1. Click on the 'GL Account Id' of the account required
2. The 'Edit GL Account' screen is displayed showing the details of the account selected (NOTE:This screen is also accessible via 'Global GL Settings / Chart of Account / Navigate Accounts '
3. Amend the fields required (NOTE: The GL Account Id and Posted Balance fields cannot be amended)
4. Press the 'Update' button