Have you changed the ability to change the account type from Balance Sheet to Income in this release?

I used to be able to change an account as long as it had a $0 opening balance. Now it won't let me change the type unless all the current balance and net period activity are also $0.

This is a terrible terrible "improvement" if what I'm finding is true? Please relax this restriction!!

Steve

On the other hand, if GridView Read/Write can be used to make the change, then maybe this is a revenue opportunity for us consultants.

Can it?

Hi Steve,

GridView-RW can change anything.

Changing Income Statement to Balance Sheet accounts and vice versa is generally a bad idea, and will result in incorrect calculation of the financial statements if the accounts have opening balances.

Here are the rules in effect:

To change an P&L account to a BS account:

Allow if
A) Next Year not created or (Next year created and current balance is 0)
B) No prior years with Closing Amounts (until we allow posting to multiple prior years.)


To change an BS or RE account to a P&L account:

Allow if
A) No Opening Balance
B) Next Year not created or (Next year created and current balance is 0)
C) No Years must have opening balance

If you use GridView-RW to change the account type without regard to these rules, then all bets are off on the amounts calculated on prior year financial statements.

Not meaning to hijack this thread, but so similar I feel posting here would be proper.

Account Deletion in General Ledger 9.0b - Prior Year Account History deleted, net postings all 0, cannot find postings to account, and account balance for a Balance Sheet account is 0. Account cannot be deleted.

Well maybe it is a hijack...sorry.

David