Settings and activity
10 results found
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35 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…
Accounts Educated by Nature
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27 votes
Thanks for your idea, Sarah - We'll get a sense of the interest here.
Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this?
Accounts Educated by Nature
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59 votesAccounts Educated by Nature
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10 votesAccounts Educated by Nature
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7 votesAccounts Educated by Nature
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15 votes
Hi everyone, unfortunately while we started work that would impact this feature, this has had to be put on the back burner for now with a few other pieces of work taking priority. We'll shift back to submitted for now and be sure to update you of any movement surrounding the idea, here.
Accounts Educated by Nature
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74 votesAccounts Educated by Nature
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31 votesAccounts Educated by Nature
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71 votesAccounts Educated by Nature
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52 votesAccounts Educated by Nature
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Would like to see the option in the Chart of Accounts to select multiple accounts and then add or remove them from the Watchilist, rather than having to go into each account to select or deselect!