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Banking & chart of accounts: Chart of Accounts

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Chart of Accounts - Ability to archive accounts previously used in a bank rule/ recurring transaction

Ability to archive chart of accounts that are no longer being used. Currently, if the account was previously used in a bank rule or recurring transaction it cannot be archived. This is problematic because we no longer want staff/clients to be able to code transactions to this account, but there is no feature to prevent this from happening.

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Kristin Zerger shared this idea  ·   ·  Report…  ·  Admin →
Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, appreciate raising this with us here.

The locked symbol suggests that the account is included in an active repeat template or bank rule. To archive the account you'll just need to edit the repeat template or bank rule, or you could delete it.

While this may have been used to generate earlier transactions once the account is removed from the active template or rule it will be unlocked in your chart of accounts to archive.

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  • Taryn Wittig commented  ·   ·  Report

    This would be extremely helpful in coding correctly! Currently if the account is no longer in use it still show in bill and xero and makes it difficult in selecting the correct account.

  • Marcia Murphy commented  ·   ·  Report

    Ability to archive chart of accounts that are no longer being used. Currently, if the account was previously used in a bank rule or recurring transaction it cannot be archived. This is problematic because we no longer want staff/clients to be able to code transactions to this account, but there is no feature to prevent this from happening.