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

Reasons a particular account may not be archived (and the archive button is gray)

Each of the following must be false for any account you wish to archive
  • 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)
  • the account is assigned in the Setup → Due To/From screen
  • the account is assigned in the Process → End of Year net asset accounts

 

 

 

 

 


Related Articles

How/when to archive an account 

How to re-activate an archived account

 

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