Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Inactivate accounts in...
Small and medium business | Business Central, N...
Answered

Inactivate accounts in the Chart of Accounts view?

(1) ShareShare
ReportReport
Posted on by Community member 4
Hi,
 
I am wondering if there is a way to inactivate accounts that are showing in the Chart of Accounts view?
I know that there is an option to delete them but I would rather just have them inactive if it's possible.
 
Thank you in advance
Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 76,147 Super User 2024 Season 2 on at
    Inactivate accounts in the Chart of Accounts view?
    Hi, you can try the following method first.
    Save and personalize List Views
     
    If you need to open a certain view by default, I hope the following information can give you some tips.
    Dynamics 365 Business Central: How to set the default view/layout for a list page (Predefined List View)
     
    If you consider customizing:
    Dynamics 365 Business Central: How to make some filters mandatory on the list page (users can not change or remove)
     
     
    Thanks.
    ZHU
  • Suggested answer
    HVGEEL Profile Picture
    HVGEEL 286 on at
    Inactivate accounts in the Chart of Accounts view?
    That depends on your actual business case.
    What is it exact that you want to achieve?
    (a) make those 'inactive' accounts invisible in the Chart of Accounts page?
    (b) make those 'inactive' accounts invisible in the dropdown in document/journallines to prevent users posting on them?
     
    (a) solution
    All accounts will show up in te Chart of Accounts Page, regardless of their Blocked state.
    Obviously you can add a personal filter Blocked = FALSE and store it.
     
    (b) solution
    set the Blocked field to TRUE on the G/L Account card.
    Accounts will be unselectable in document/journallines.
    Do note: do not simply block accounts for comfort-reasons, the accounts become completly unusable.
    Jobs in the likes of Close Income Statement, Consolidation, Budget creaton will be jeopardized they require an account that was blocked.
  • gdrenteria Profile Picture
    gdrenteria 13,235 Most Valuable Professional on at
    Inactivate accounts in the Chart of Accounts view?
    Hi
    You could rely on the standard blocking option.
    BR
    GR
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 11,560 Super User 2024 Season 2 on at
    Inactivate accounts in the Chart of Accounts view?
    Hi,
     
    I think this is possible with customization.
     
    Best regards,
    Mohamed Amine MAHMOUDI

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey Pt 2

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,883 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,569 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans