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Edit a GL Account

Staff can edit a GL account as needed. For example, staff can change the Name of a GL account.

  1. In the tab bar, click 
    App Launcher, or in Salesforce Classic, click 
    Nimble AMS, Staff View, Button, All Tabs.
  2. Click GL Accounts.
  3. Select a list view—like All GL Accounts—and click Go!
  4. Click Edit next to the GL account you want to modify.

    Entity cannot be edited.

  5. Make the desired changes.

  6. Click Save.

GL Account in Internationalization

If you have enabled Salesforce multi-currency, Salesforce introduces the Currency field on all object layouts within your org. 

Due to data sanity, you will not be allowed to edit the value of the Currency field.

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