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Preset GL Accounts for Vendors

  • 25 April 2023
  • 2 replies
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Hi There! 

When my company first joined Acumatica we were entering expense accounts and subaccounts under the GL Accounts tab when entering new vendors.

Fast forward to today a majority of these expense accounts need to be updated so we would like to remove the preset expense accounts all together to prevent bills from being miscoded. Is there a way to remove all of the preset coding from all of the vendors at once or will this require individual removal?

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Best answer by meganfriesen37 25 April 2023, 22:40

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Userlevel 7
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You can do this using an import scenario.  Talk to your VAR or review the help documentation: 
https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=6815d69c-8e42-46fc-8776-cce10dccad04 

Badge +18

Hello,

Removal of Default Expense account can be imported with Import Scenarios.  Here is an example.

 

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