[17.8.3] Added "Bank Accounts" tab

70

That’s great.
Noticed that all the custom fields previously associated with them gave
been wiped clean.

Thanks

71

If they were wiped clean, it’s possible that converting doesn’t support carrying over the custom fields.

However, you could try this:

  1. Revert to a backup from just before you did the conversion.
  2. Create custom fields in the other account type as well with the same names (e.g. if Bank Accounts has ‘My Custom Field’ and you’re changing a bank account into a cash account … then add ‘My Custom Field’ to the Cash Accounts tab as well with the exact same custom field type and name).
  3. Re-try conversion.

I haven’t tested this, it’s just a theory. Otherwise you’ll need to copy the custom field information across manually.

72

I tested, and @ShaneAU’s idea doesn’t work, because custom themes are unique to a single form. A bank transaction form becomes a cash transaction form upon conversion. The good news is that this is something that should only be done once for an account, not something that should have to be repeated.

I also determined, however, that if the conversion has already been made, data is not lost. You can convert back and the custom field contents will reappear. That suggests the feature might be improved to carry over custom fields. But I don’t know how much effort @lubos would want to put into something that is really a workaround for improper setup already.

73

Interesting! And good, for anyone that accidentally converted without realising the custom fields wouldn’t carry over. They can simply revert back, and manually copy the contents before converting.

74

Great idea. Can’t create Custom Fields for Cash Accounts though. All
account numbers , details, owner, rates all gone.

75

Not gone. Just not visible. Read my post.

76

Thanks. I opened a backup as a new business and got all the information
back and manually reentered the data. Lesson learnt re bank acc v. cash acc.
Thanks