Using Accounting Component › Account Management › Modify an Accounting Profile

Modify an Accounting Profile

The accounting profile contains information associated with an account, such as Account Type, Status, Cycle information, Period Dates and Account Aggregation. Each of these fields tells you specific information about the account and dictates system behaviors. For example, if you close an account, the associated accounting profile handles any residual accounting functions before the status is updated to Closed. The status field moves from “Close Requested” to “Closed” once the outstanding charges and credits are processed for that period.

The accounting profile is automatically generated when an account is created. The default values are derived from the accounting configuration options and can be modified.

Note: For more information on accounting configuration, see the Implementation Guide.

To modify an Account Profile

1. Click Accounting, Account Management.

   The Account Management page appears.

2. Select the account.
3. Click the Accounting Profile tab.

   The Accounting Profile page appears.

4. Click Edit to make changes to any of the fields.

Note: If the status of an account is Closed, you cannot enter a subscription for the account, generate invoices, or edit the Accounting Profile.