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  1. Common Questions and Issues for the Customer Experience Team
  • January 19, 2023 00:08
  • Updated

How to disable an Account Code

Goal:

  • How to hide an Account Code
  • How to make an account code inaccessible

 

Steps:

To hide an account code from being selected without deleting the account code and associated data, unlink the account code from applicable locations and departments.

  1. Go to Settings > Manage Chart of Accounts
  2. Select the 3-dot options button next to the relevant account code, and click Edit Account Code
  3. Under Apply Departments, deselect all/applicable departments.

 

Additional Information:

  • N/A
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