Dear @lubos , now that is possible to batch update also complex and multilevel forms, ie costumer invoices, why not extending this function also to chart of accounts? Thanks for the great work

Chart of accounts is not a list?

Not like other lists. The Sales Invoices tab, for example, allows batch operations. But what you are modifying are transaction form records. Accounts in the chart of accounts are not transaction forms. I am not saying it would be impossible. I am only saying it would be quite a different thing.

I know it’s quite sure the most complicated structure of the software but, as all the SQL table, in the and it’s a list of data and reference to other external tables. BTW I think that not having the possibility to export and inport CoA is a big lack for people like me that manege many different re…

Have you considered setting up a “master” business which has no transactions, so you just need to add a new business from the backup of the “master” business to get the COA “imported”.

Yes but it’s not functional. The Chart of Account, as you know, is always a Work in Progress. Export/import is the best way and I don’t see why @lubos couldn’t activate this function that is now almost everywhere.

Unlike other tabs where each row is the same type, Chart of Accounts screen consists of different types of data. You have accounts, groups, subtotals (each type has different fields). And on top of that, there is a parent-child relationship between them. This is why batch operations are not availab…

It would be great to have at least the possibility to export the structure (without tax codes and control accounts) and inport in a new business. So you will export only some data of accounts (position, name, code and group), group (position, name, code and group) and subtotal (position, name and c…

Another option I see is to have the possibility to clone all the settings of an existing business to a new empty one.

If your use-case is to take chart of accounts from an existing business and replicate it into new business, you can make copy of existing business and then batch delete all the data which you don’t want in new business. I know batch delete in each tab can be a lot of clicking because you can delete…

How about having the possibility under settings to batch delete everything?

Ideas - chart of accounts

Tut Split this topic December 21, 2018, 11:12pm 16

A post was split to a new topic: Help with chart of accounts

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Request - Chart of Account Batch Create/Update	11	824	January 18, 2023
New Chart of account import	6	638	January 18, 2023
Chart of Account Export	13	2154	January 18, 2023
Extend batch Operations to Chart Of Accounts ideas	25	2258	July 17, 2023
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Ideas - chart of accounts

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