Account Groups . . . Rename Account Group

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

To rename a selected account group: From the CSA main window or the Financial Statement Editor window, choose Setup > Account Groups. In the Account Groups dialog, highlight the account group, choose Rename Account Group from the F3 or right-click context menu, and then enter the new name or description.

Notes

  • You can rename any account group that you have defined, but you cannot rename any that have been pre-defined in the CSA software.
  • This procedure does not rename any existing account groups in other areas of the program (such as in financial statement definition). Therefore, you would need to change your setups (account group selections) manually.

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