PSA L&P - Accounts: Reasons a particular account may not be archived

Reasons a particular account may not be archived

If you want to archive an account, but the archive box is grayed out, you may not do so until each of the following is false:

  • the account has a balance
  • the account has a current or next year's budget
  • the account is included in a Memorized Transaction
  • the account is in a vendor distribution
  • the account is in use as a default in payroll
  • the account does not have transactions (delete the account instead)

 


Related Articles

How/when to archive an account 

How to re-activate an archived account

 

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