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5 votes
Freya Pieroz
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36 votes
Hi everyone, while we appreciate the interest in this idea we want to be upfront that there are no plans for adding the ability to merge accounts within the Chart of Accounts right now.
Though noted in the original idea here I wanted to confirm that currently if you have the advisor role in the organisation there is the Find & Recode feature that with careful use could enable you to find and recode all transactions from one account to another so you can move all the transactions into one account before archiving or deleting the accounts you don't need.
Alternatively, while it won't suit all use cases in relation to reporting - In financial reports, where you have multiple related accounts you could edit the layout to group these accounts.
We'll continue to gauge the interest in this idea, and if there is any change we'll share with…
An error occurred while saving the comment Freya Pieroz
commented
Thanks to different accountants having particular preferences with regards to the names of accounts and their usage, some of my clients now have up to five accounts in the chart of accounts that relate to company income tax - I'd really love to merge the old into the new instead of having to unlock the old data to recode it all into the same account.
Freya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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5 votesFreya Pieroz
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14 votesFreya Pieroz
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3 votesFreya Pieroz
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2 votesFreya Pieroz
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4 votesFreya Pieroz
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3 votes
Thanks for sharing your feedback 😊
If you need to add more detail than two lines, you can resize the description box using the draggable corner in the bottom right.
To be open and upfront, our product team don’t have any plans to change the description box at this time, but will see how the feedback evolves here and through other channels, and keep this in mind. We’ll be sure to pop back to let you know of any updates.Freya Pieroz
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5 votesFreya Pieroz
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83 votesFreya Pieroz
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6 votesFreya Pieroz
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18 votesFreya Pieroz
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19 votes
An error occurred while saving the comment Freya Pieroz
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In Australia, the minimum pay rates for juniors changes by age - an alert when the under-21 employee has had a birthday would remind us to check that the pay rates are correct before running their pay
We have tracking categories for the state that an employee is considered to be working in - an absolute necessity for payroll tax and other state-based expenses. I would dearly love to be able to recode tracking categories on payroll transactions for a particular person for a particular month, to save time when these categories can change.
Payroll tax, for example, has a 'fun' set of tiered criteria for determining the state in which an employee is deemed to be working in any particular month, such that if an employee lives in NSW, usually works just across the border in Canberra, but one month works out of Queensland for a week, then in that month, their employer pays payroll tax in NSW where they'd usually be paying in the ACT.