Topic Options
#17885 - 07/14/09 11:30 AM Changing account type not allowed
Lyndon_Olfert Offline
Adagio Specialist

Registered: 06/15/04
Posts: 362
Loc: Winnipeg
Ledger 9.0B does not allow the type to be changed from if there is an opening balance in it. This is an issue that we are faced with on a fairly regular basis. Our client finance administrators often create and account with the wrong type. What are the solutions to this with the new version?
_________________________
Lyndon Olfert, CPA, CGA, CAFM
President - Aboriginal Strategies Inc.

Top
#17887 - 07/14/09 12:05 PM Re: Changing account type not allowed [Re: Lyndon_Olfert]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Hi Lyndon,

The best solution is to turn on and enforce account group ranges (added in Ledger 9.0A) so that this is impossible.

Just changing the type from Balance Sheet to Income Statement for an account with an opening balance is always a problem. You should journal the correction and make the account inactive. Alternatively, you could force the change using GridView Read-Write (but you'll need to be clear about what you're doing).
_________________________
Andrew Bates

Top


Moderator:  Christa_Meissner 
Who's Online
1 registered (Softrak Support), 123 Guests and 0 Spiders online.
Key: Admin, Global Mod, Mod
Forum Stats
1865 Members
5 Forums
14464 Topics
70648 Posts

Max Online: 432 @ 01/20/25 10:17 PM
April
Su M Tu W Th F Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30