You may find that the standard account titles need to be adjusted for a client. You can change the account titles for a specific client (account title changes do not affect other clients' statements).

CAUTION: Please note that each line on the s

preadsheet is tied to spreadsheet formulas; changing the name of an account does not change the way in which that account works with the spreadsheet formulas (that is, the way the application uses that line of the spreadsheet). If you need to adjust the assignment of an account with respect to cash flow, see the Viewing and Remapping Cash Flow help topic.

You can adjust account titles in the historical statement only, not in the projected statement (the projected statement will reflect any account title changes that you make in the historical statement).

You can also detail accounts, as described in the Entering Account Data and Detail Lines help topic.

Steps: Change Account Title

To change an account title in a client's spreadsheet, follow these steps from the historical statement page:

1. Right-click the account title.

2. Choose Line-Specific Options from the menu that appears.

3. Enter the new title in the Title field of the Line-Specific Options dialog box that appears.

   See the Line-Specific Options dialog box help topic for more information about the options available.

4. Click OK.

The account title in the historical statement and the projection statement now reflect the new title with an asterisk (*) to indicate that the title has been changed.

Steps: Reset Account Title

If an account title has been changed and you want to revert to the original account title according to the chart of accounts, follow these steps from the historical statement page:

1. Right-click the account title.

2. Choose Line-Specific Options from the menu that appears.

3. Click the Reset Title button in the Line-Specific Options dialog box that appears.

   The Title field updates to reflect the change to the original title.

   See the Line-Specific Options dialog box help topic for more information about the options available.

4. Click OK.

The account title in the historical statement and the projection statement now reflect the original title.