How to Edit a GL Account

1. Go to your property's Accounting settings and open the Chart of Accounts.
2. Find the account and choose Edit.

3. Update the fields you need. On any account you can change:
   • Name
   • Description
   • Parent account (re-parent it under a different account, or clear the parent to move it back to the top level)
   • Account group (reassign it to a different group, or clear the group to make it ungrouped again)

Editing the Code field

URBI treats custom accounts (the ones you or your team created) differently from system accounts (the ones URBI seeds automatically when your property is set up):

• Custom accounts: the Code field is always editable. URBI re-checks that the new code is unique on this property when you save.
• System accounts: the Code field is locked by default. Once your property has the safe code-renumbering capability turned on, staff and property managers can edit a system account's code too. When you renumber a system account, URBI automatically keeps every money path (invoices, journal entries, payments, and everything else that posts to that account) pointing at the correct account, you don't need to do anything else after saving.

Fields that stay locked on system accounts, always: Account type, Sub-type, and the "system account" designation itself. Only the code, name, description, parent account, and group can ever be changed on a system account, no matter who's editing it.

Board member access

If you're signed in as a board member, the Chart of Accounts is view-only: you can see every account and its code, but the code field, group assignments, and every other edit control are locked. Contact your property manager if an account needs to change.

Deactivating or deleting an account

Editing does not cover removing an account from active use or deleting it outright. For that, see How to Delete or Deactivate a GL Account. Note that system accounts generally cannot be deactivated at all, since they're load-bearing for URBI's money paths.