Chart of Accounts---how do I remove an unused account?

[geraldbr]

Situation: Our admin team eliminated several unused expense lines and several restricted funds. We would like to remove them so that we can cut down on the possibility of data entry error (entering data into the wrong but similar account), and so that we can 'clean up' our reports.

The problem is that there are entries from the previous year (even through the accounts are zero now). Is it possible to remove the accounts? If so, how? If not, is there a way to 'turn them off' so they don't show in data entry screens and reports?

We're using v.9 and running on Win XP Pro.

Thanks in advance.
Gerald

[deb]

Go to Accounting and select Maintain Chart of Accounts. Locate the Account you want to make inactive. Press details button. On account details screen which comes up, uncheck the active box in the upper right hand corner. They are now "turned off".

Deb

[Ronz]

Go to Accounting and select Maintain Chart of Accounts. Locate the Account you want to make inactive. Press details button. On account details screen which comes up, uncheck the active box in the upper right hand corner. They are now "turned off".

Deb

Let's go a step further: How do you turn off a FUND so it does not show up in the Fund reports? We have some Funds that have accounts that have had activity, but the totals are now zero and we don't want to use those funds any more.

[deb]

You cannot delete if there are transactions, but you can change the fund number to a higher, out of range number, which you can exclude from reports.


From Accting select Maintain List of Accting funds.
Click locate button and select fund you want to change.
Change the accting fund number to a higher (out of range) number from your other funds. Click save.
Verify screen comes up - select yes.
Under report options, exclude the higher range number.

[geraldbr]

Thanks for the help on this issue.

I also found that in order to make it work, with the least amount of problem, that if I first made 'inactive' the accounts (income and expense), and then last, made the fund "inactive" things worked great.

Again, thanks.
Gerald