To Edit an Account:

1. Navigate to the Accounts page.
2. Click the Account Number for the account you want to edit.
3. Select Edit from the left-side menu.
4. Fields available for editing include:
   • Has Checks - Enables the ability to create checks from this account. 
   • Check Format - Allows you to assign a specific type of check to an individual account.
     • The Check Format associated with an account will override your default check format in System Data.
   • Subof Account - Nest the account under a parent account.
   • Rev Share Parent - Treats multiple accounts as one for revenue share.
     • This cannot be reversed. Please contact your CSM before selecting a Rev Share Parent account. 
   • Statement Account - Links the account to the selected statement account.
   • Vendor - Select a vendor. 
     • Accounts with a designated vendor can use statement vouchers to record all income and expenses associated with the account.
   • Manage Cash - Tracks the movement of money between accounts and funds.
   • IRS 1099 Field - Contains numbers that correspond with the box numbers from your IRS 1099 Form.
     • For example, box 1 on the 1099 form is used to enter rent. If this account is used to pay rent, you would select 1 from the drop-down list.
     • Please see this IRS link for more information about 1099's.
       • Pro Tip: CommunitySuite will not automatically generate a IRS 1099 form, however, you can use the Vendors Paid report to help build out your IRS 1099 form.
   • Exclude From Statements - Excludes the account from all statements.
   • Restriction - Designate a restriction for the account.
     • Illiquid Assets 
     • Permanently Restricted
     • Temporarily Restricted
     • Unrestricted
   • Financial Views - Add the account to a financial view.
   • Available For Cash - Enter the percentage of cash that should be made available for grants.
5. Once all edits have been made, click Save.