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  1. Chart of Accounts: Ability to merge accounts

    51 votes

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    16 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate your feedback on merging chart of accounts. We understand how this could be useful for tidying up accounts, especially after system conversions or when duplicate accounts appear.

    While there’s no merge function right now, there are a couple of options that might help:

    • You can use Find & Recode (available to users with the Adviser role) to move transactions from one account to another before archiving the accounts. We know this won’t suit every situation, as it requires unlocking periods.
    • In financial reports, if you have several related accounts, you can edit the layout to group them for easier review and analysis.

    After reviewing this idea, the product team has noted this is Not in pipeline, meaning it’s not something we’re planning in the near term. The idea will stay open for votes, and we’ll continue keeping an eye on the level of interest here.

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    BSO Tech commented  · 

    Have a big project where client would like to update their COA numbering structure. 291 GL accounts. Merging the accounts would be great since it appears that I have to hand enter the new GL accounts to avoid archiving and losing transaction details to archived accounts.
    Kimberly Berry
    BDO USA