How to Edit an Account in the Accounting in GPOS

This tutorial will guide you through the step-by-step process of editing an existing account in the GPOS Accounting module.

🛠️ Why You Might Need to Edit an Account

• To correct the account name or account number

• To update bank or business details

• To adjust the opening balance or closing balance

• To fix any errors in debit or credit entries

📋 Steps to Edit an Account in GPOS

✅ Step 1: Go to the Accounting Module

1. Log in to your GPOS dashboard.

2. Navigate to the “Accounting” module from the side menu.

3. Click on “Accounts List” to view all accounts.

✅ Step 2: Search and Select the Account

1. Use filters to find the account you want to edit.

2. You can search by Account Name, A/C Number, Bank, or Business.

3. Select the account from the list.

✅ Step 3: Click on “Edit Account”

1. Once the account is selected, click the “Edit” button under the Action column.

2. The account details will open in editable mode.

✅ Step 4: Make Necessary Changes

• Update Accounts Group if needed

• Modify Account Name or A/C Number

• Update Bank or Business details

• Adjust Opening Balance, Debit, Credit, or Closing Balance if required

✅ Step 5: Save the Account

1. After making all the necessary changes, click the “Save” button.

2. The updated account details will be reflected immediately in your accounting reports.

🔐 Important: User Permissions

• Only authorized users can edit accounts.

• All edits are logged to ensure accountability and maintain financial integrity.

🎯 Tips

• Always double-check balances and account details before saving.

• Keep a record of major changes for auditing purposes.

• Use search and filter options to quickly locate the required account.

By following these steps, you can easily edit any account in the GPOS Accounting module while keeping all financial records accurate and up-to-date.