Edit a GL account

Goal

Update a chart-of-accounts group or leaf without breaking system roles or history.

Who it is for

accounting.manage (browse with accounting.view).

Preconditions

Open Accounting → Chart of Accounts. Dialog title: Edit account / Edit group.

Steps

1. Select the account or group → Edit.
2. Update allowed fields: Name (translatable), Code (unless system-locked), Group under (same type), Cash flow category (P&L leaf: operating / investing / financing), Subtype (type-dependent), Currency (leaf; empty = tenant base), Inactive.
3. Type is disabled after create for all accounts. System accounts keep code, type, and subtype locked.
4. Save.

Result

Posted journals keep historical lines; inactive accounts leave active pickers.

Hard stops

System account field locks; delete blocked for system accounts, accounts with journal lines, or accounts with children (system_account / account_in_use); invalid subtype → 422.

Related

• Overview
• Create
• Find accounts
• Setup
• Troubleshoot
• Journals