bank accounts

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Posted on by Chow

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Hello,

we closed some bank accounts last year. how do i remove it so they don't show up on the dropdown bank account list when we are in payment journal? Deleting is not allowed because there were transactions posted to it before. we are ok to keep them on the bank account but just want to remove them from the drop down

thanks for helping

Cynthia

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Financial Management

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Valentin Castravet 23,336 Super User 2024 Season 2 on at

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bank accounts

FIY - setting it to blocked doesn't stop the bank account from showing up on on lookup pages.
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TeddyH 12,868 Super User 2024 Season 1 on at

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bank accounts

Set the Bank Account to blocked.

Add "Not Used" to Bank Name.

After that, rename your bank account with prefix Z_ so it will be at the bottom of your list.
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GR-16050546-0 2 on at

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bank accounts

Instead, just change the bank account status to blocked, this would prevent any inconsistencies in the data and also stop showing it up on lookups for upcoming entries and prevent its usage.
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Valentin Castravet 23,336 Super User 2024 Season 2 on at

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bank accounts

Not possible out of the box. You can simply add Z or ZZ or ZZZ in front of the bank account no. so they sit at the bottom of the list and you know they're inactive.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/