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

  • 19 September 2023
  • 4 replies

Userlevel 3

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?





Best answer by Laura02 19 September 2023, 20:58

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Userlevel 3

Deleted post

Badge +18

Hello @mdyer 

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



Userlevel 7
Badge +16

HI @mdyer 

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


Userlevel 3

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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