DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Option for making General Ledger Account inactive


#1

@lubos
Could you please implement the option to make a general ledger account inactive like customers and suppliers.
Businesses evolve, new GL-accounts are created, but obsolete ones can’t be deleted, so please introduce the options to make a GL-account inactive


#2

Can you explain further? I don’t understand what you want…


#3

He wants to be able to remove an obsolete account from the Summary page or reports even though it contains historical transactions. For example, an expense account for machinery maintenance if the company no longer has any machinery to maintain, or a liability account for a loan that has been paid off.


#4

I would like to have that option also.
It’s not about removing account numbers, but what Hennie says to make it inactive.
There is still historic information on it, so can’t be deleted.


#5

The latest version (18.10.55) now allows to exclude zero balances from Summary tab.


#6

@lubos
Thanks for this option, but it is not what I suggested.
I meant this button to be implemented for making a G/L account inactive so that it doesn’t appear any more when in a selection-window.
Could you please consider this for G/L and maybe other aeras like inventory

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Kind regards,

Hennie


#7

Yeah, I know it’s not what you meant. That’s why I didn’t move your topic from ideas category.

But being able to exclude zero balances from Summary screen is still useful and somewhat related to your idea.


#8

Thanks for your prompt reply.


#9

Thanks
it’s very useful feature