Add or Change a Related Historical Account in an Account Record

To add or change a related historical account in an account record:

  1. Open the account record.
  2. On the Related Historical Accounts tab, click List Finder icon in the Fiscal Year column, select a year, and click Select.
  3. On the same line in the Account column, click List Finder icon, select the account you want to link to this record for the fiscal year chosen in step 2, and click Select.
  4. Click Save and Close.