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.
Kristin Zerger
shared this idea
Hi everyone, thanks for providing insights here on why this might be a useful feature to have.
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Taryn Wittig
commented
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.
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Marcia Murphy
commented
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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Tina Felix
commented
Need it