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  • December 22, 2022 21:20
  • Updated

How to unlink an account code

Goal:

  • unlinking an account code 

The following article outlines how to unassign an account code. Once you've completed the steps listed, the unlinked account codes will no longer be accessible to those departments. Ensure that there are no open or unapproved POs or order requests in your Procurify account, with the assigned account code, before unlinking the Account Code.


Steps:

1. Select Settings on the left-hand navigation bar  

2. Select Manage Chart of Accounts under Finance 

3. Find the account code and click on the More_options.png button  

4. Select Edit Account Code image_2.PNG

5. Select the Apply Departments dropdown. Department may be labeled differently in your account, depending on your organization's customized categories. 

6. A list of locations and their departments will appear and deselect the departments

7. Select Apply  

8. Select Save Account Code  

 

Additional Information:

  • Ensure that there are no open or unapproved POs or order requests in your Procurify account, with the assigned Account Code, before unlinking the Account Code. The error Account Inactive will populate when approving or updating any POs or order requests with the deactivated Account Code.
  • How to assign an Account Code to a Department
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