Skip to main content
Solved

Account Type Entered Incorrectly as "Asset", where it needs to be Expense

  • 19 September 2023
  • 4 replies
  • 105 views

Forum|alt.badge.img
  • Freshman II
  • 20 replies

Hello - 

In one of our tenants, we had an account incorrectly added with an Account Type of “Asset”, and it wasnt caught until transactions had already been processed. Now when attempting to change the account type to Expense, I get an error message stating that I cannot change the account type because transactions already exist. Is there any way around this so that we can change the account to Expense and it populates on the Trial Balance and reporting correctly?

Thanks!

 

 

Best answer by Laura02

Hello @mdyer 

Please see this previous post were I answered the same question, one year ago.

 

Laura

View original
Did this topic help you find an answer to your question?

4 replies

Forum|alt.badge.img+2
  • Acumatica Employee
  • 38 replies
  • September 19, 2023

Deleted post


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3135 replies
  • Answer
  • September 19, 2023

Hello @mdyer 

Please see this previous post were I answered the same question, one year ago.

 

Laura


Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2183 replies
  • September 19, 2023

HI @mdyer 

What version of Acumatica are you using? In 2023R1, you can change the account Type. See below from the release notes:

 


Forum|alt.badge.img
  • Author
  • Freshman II
  • 20 replies
  • September 19, 2023

Thanks @SheriThomas49 and @Laura02, that worked!!

@kandybeatty49 this is great to know. We are using 2022 R2, but are due for an upgrade shortly. 

Thanks Everyone!


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings