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

  • 19 September 2023
  • 4 replies
  • 90 views

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!

 

 

4 replies

S
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Laura02
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Hello @mdyer 

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

 

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~
Kandy Beatty
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HI @mdyer 

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

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
M
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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!

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