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Account does not appear in the Rolls up to list after reparenting

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.


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?


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 if it has no data. If there was already data in the original account you turned into the parent, it was moved to the child "dummy" account during creation. You will want to keep this dummy account to hold the original account's data.

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