In Ledger Item Editor's My Transfers view, when you edit a ledger transfer profile, you can edit a source account range for a Transfer Category/Target Account/Offset Account grouping.
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- In Ledger Item Editor's My Transfers view, review the ledger transfer profile that you are editing.
The left grid shows each transfer category for the target account to which you are transferring the ledger balances, along with the offset account. The right grid shows the source accounts to close out at year end for the selected transfer category/target account row. - In the left grid, click the row of the Transfer Category/Target Account/Offset Account entry with a source range that you want to add.
You see the related source accounts in the right grid. - In the right grid, click the row of the source range that you want to edit.
- On the Ledger Item Editor tab, in the Source Range group, click Update Source Range.
The system displays a down arrow in the active cell. - Do one of the following:
- Select a different value for the Start Account and/or End Account number and description fields.
- Click the Select Account Interval option to select a consecutive range of accounts in a separate window. - Continue to edit the ledger transfer profile.