Here are the steps to Merge/Change an Account. To learn more, you can also watch this RELY Online tutorial video:



Account Merge/Change


To Merge/Change an Account in Rely, first select the desired company.


1. Go to Master > Account > Merge/Change and press Enter key.


2. In From Code, press Enter key and select the account you want to merge/change, from the list of accounts displayed.


3. Merge Account: In To Code, press Page Down key and select the account code you want to merge the From Code into. Change Account: In To Code, enter the new account code and press Enter key.


4. Software will display MERGING or CHANGING, based on the input given.


5. In ‘Do you confirm?’ select Yes option and press Enter key. Your Account will be merged or changed.




Related Topics:

1. Create Account

2. Edit Account

3. Delete Account