Editing an Account Profile

  1. From any IntelliDealer screen, click on the Configuration tab.
    The Configuration Quick Links screen will appear.


    Configuration Quick Links screen

  2. From the General Ledger list, click the G/L Accounts link and select Account Profile from the drop down list.


    Configuration Quick Links screen

  3. The Account Profiles screen will appear.



    Account Profiles screen

  4. On the Account Profiles screen, fill in the appropriate fields and click the Go >> link.
    The Account Profiles screen will refresh listing the generated search results.


    Account Profiles screen

  5. Click on an Account Number.
    The Account Profile tab will appear.


    Account Profile tab

  6. On the Account Profile tab, you may edit any of the active fields within the account profile.

  7. Click the Save button to save any changes made to the account profile.