- I need to delete an Account Code, how do I do that?
- Where can I delete Account Codes?
- historical account code data
You must be a Superuser or have custom permissions to Manage Chart of Accounts Settings to complete the following steps.
Navigate to Settings → Manage Chart of Accounts.
Search for your Account Code in the search bar.
Click the 3-dot options button beside the applicable account code.
Click Delete Account Code.
What happens when you delete an Account Code?
When an account code is deleted, historical data associated to the account code will be retained.
Historical order data can be found in exports. Request/purchase order numbers with the prefix DEL indicate a deleted account code.
- What happens when you delete an Account Code?
- It is not possible to mass delete Account Codes