Hi. Just encountered problem deleting a chart of account (XYZ) despite all related data being removed. After I attempted to delete the COA I could notice that manager is showing referenced objects(purchase invoice). I checked the invoice too and could not find any relation between it and the COA (XYZ). Please guide.
Have you set any tax code for the account which is used in the purchase invoice? can you post a screenshot of the account edit screen?
looks like you have edited a default account and just renamed it to XYZ. delete the text XYZ and click update to see what the default account name is.
Yes you are right. But changing the name back and forth or to something else isn’t making a difference
what is the default account that you had renamed to XYZ?
Temp.
have you created any production order for the inventory item in the purchase invoice with this account added as a non-inventory cost?
No
or the inventory item set for any custom expense account?
Nope
please post screenshot of the edit page of inventory selected in that purchase invoice
@raJ, you say you renamed a default account named Temp. Please explain this. When you first create a business in Manager, some accounts do appear as default accounts, but none is named Temp.
If you are referring to renaming a control account, control accounts cannot be deleted while the tab under which they were created is active.
The reason @sharpdrivetek asked you to delete the XYZ account name was to see whether there was an underlying control account. Instead, you wrote about changing the name back and forth. To resolve one possible problem, show a screen shot of your chart of accounts from the Settings tab, not the Summary. Just show the portion including the XYZ account.
Hi Tut. I created the chart of account Temp./XYZ for the transactions related to a certain project which I had to change eventually few days back to appropriate COA. It was/is never a default/control account. Thus Temp./XYZ was no more necessary and thus I attempted to delete it. Below is the screenshot you asked for.
OK. So XYZ is a standard account, not a control account. That takes you back to the beginning: Manager will not let you delete it because it is referenced by purchase invoice #2. Regardless of what the invoice now shows, Manager thinks it has referenced XYZ.
So save a copy of the purchase invoice, then delete it. If you have paid it, you will have to delete the associated payment, first. Then delete XYZ. Then re-enter the purchase invoice exactly as you think it should be. Then re-enter the payment, if there was one.
In your earlier screenshot it shows that you are using tracking codes.
Possibly that COA can’t be deleted until a linkage to the tracking code is removed
I’m not sure what you are suggesting here. Tracking codes are not linked to accounts. And according to earlier screen shot, the inventory item in question has no designated tracking code.
I was referring to the inventory item edit screen, not the line item on the purchase invoice, where it appears a non-default tracking code was selected. I also saw what you posted as a screen shot and wondered about that, including whether the inventory item had been edited after the fact to remove the default tracking code.