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Question

What is the best way to prevent direct GL Accounts from being used on non-project (e.g. "X") transactions?

  • March 5, 2026
  • 0 replies
  • 9 views

Bob Stewart
Acumatica Employee
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With Projects, we are forced to use GL Accounts that are associated with an Account Group.  That’s decent validation.

With Non-Projects (e.g. “X”), what is the best way to not allow COGS Accounts to be used on those transactions?

Ideally, there would be a way to not allow non-COGS (and Rev) Accounts to be used in Account Groups OR at least require the GL Account being used is in an Account Group that is budgeted on THAT Project/Project Task/Cost Code.