how to set multiple gl accounts inactive

(0) Share

Report

Posted on by Community Member

Hi,

I have a task of finding all acouts that beging with 5 and 6, and set them inactive. But first i need to make sure there is no activity for those accounts for this year ( i assume account balance should be 0) . I have over 100K of accounts that begin with 5 and 6, please help.

Thank you.

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (0)

sueconrod 337 on at

Like (0)

Report

Go to Cards>>Financial>>Mass Modify>> Then you can choose on the drop down INACTIVATE. Then go in and choose the Account Mask from 5??? (? for all your segments) to 6????. I ususally then choose selected range to make sure that it is choosing what I want inactivated.

BTW, if a bunch of these accounts have never been used and never will be used, you may want to just delete them first. If it finds an account that has activity, it will give you and error message and you will have to say okay, but this would cut down your chart of accounts.

Do it in two steps, get rid of as many as you can and then inactivate what is left.

Good luck on your project.

Sue

Was this reply helpful? Yes No
Suggested answer

L Vail 65,271 on at

Like (0)

Report

Hi Lenny,

Susan gives you good advice using 'Mass Modify'! The number of accounts you have, however, would make needing to reply to the activity message a real pain.

At this point I would be tempted to search for transaction history in the GL Work, Open and History tables (GL10000, GL30000 and GL20000 tables), and then use SQL to mark the accounts that have never been used as inactive.

As an aside, if you have accounts marked inactive that have never been used, GP2010 deletes them at year-end close. This is a bug, but it had not been fixed the last time I checked.

Kind regards,

Leslie

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thank you all, i used Mass Modify and it worked.

Was this reply helpful? Yes No