Edit Source Ranges

In Ledger Item Editor's My Transfers view, when you edit a ledger transfer profile, you can edit a source range for a Transfer Category/Target Account/Offset Account grouping. 

 To edit a source range: 

1. 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. 
2. In the left grid, click the row of the Transfer Category/Target Account/Offset Account entry with a source range you want to add.
   You see the related source accounts in the right grid.
3. In the right grid, click the row of the source range you want to edit. 
4. On the Ledger Item Editor tab, in the Source Range group, click Update Source Range. 
   
   
   
5. START HERE SYSTEM DOWN AND CANNOT TEST. test what happens with applying an account interval to an existing source range and whether it cares which cell is selected when you click the ribbon
   
   
   
6. Change the start and/or end accounts in the source range in one of two ways:
   - Use the Select Account Interval option to select a consecutive range of accounts in a separate window. For details, see Select an Account Interval for a Source Range.
   - Click the Start Account and End Account down arrows and choose each account separately. Details follow.
7. If you want to change the start account, click the Start Account cell down arrow.
   You see a list of ledger account numbers and descriptions. You can type several characters if you want the system to highlight the account number or account description you type and/or to advance the selected row to one with the text you entered.
8. Click an account number and description from the list for the beginning account in the source range. 
   You see the selected account number in the Start Account cell. 
9. If you want to change the end account, click the End Account cell down arrow. 
   In the Start Account area, you see the description that corresponds to the selected account number. In the End Account area, you see a list of ledger account numbers and descriptions. You can type several characters if you want the system to highlight the account number or account description you type and/or to advance the selected row to one with the text you entered. 
10. Click an account number and description from the list for the last account in the source range. 
    You see the selected account number in the End Account cell. 
11. Continue to edit the ledger transfer profile. 

    
    

    verify if you need to click the end account description cell, press tab or Enter, click another row, or what to do to continue