PSA L&P - Accounts: Why can't I archive an account?

Why can't I archive an account?

When I try to archive an account the box is grayed out.

You cannot archive an account:

  • with a balance
  • with a current or next years budget
  • that is included in a Memorized Transaction
  • that is in a vendor distribution
  • that is in use 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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