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Account Is Not Appearing In The Rolls Up To Field After Reparenting

Question

I have added a new account to my GL, but it is not showing up in the "Rolls up To" list. I am trying to re-parent accounts and don't understand why the new account is not available. Why is it not appearing in the "Rolls up to" list?

Answer

An account will only appear in the "Rolls up To" list if it is a parent account (meaning there is at least one child account that rolls up to it). The solution is to create a dummy child account under the new parent account. Once you do this, the parent account will appear in the "Rolls up to" list. After you have selected other child accounts for this parent account, remember to delete the dummy child account.

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