Merge Accounts

You can use the Merge Account feature to combine module data of two accounts.

You can merge only one account at a time.

You can only merge to accounts that have 'Corporation' as the Account Group and a status of 'Active'.

All fields marked with an asterisk (*) require completion.

Open the Details module for the account that you will merge to.
Select More, then Merge Account.
From the Merge Accounts page, select Merge From Account.
Select the Modules that will merge with the account using the checkboxes.
For Accounts Receivable, select whether you want to merge transactions by fund on the selected merge date or merge individual transactions and retain transaction dates.
Type or select the Merge Date.
Click Merge Accounts.
In the confirmation box asking if you are sure you want to merge accounts, click Confirm.

Ensure Account Is Merged

The merged account will appear in its new location in the hierarchy.