Delete an Account Code

Account codes can't be deleted if assigned to an item. Deleting an account code will only remove the account code from Portal and will not remove existing report data.

To change the account code for payments going forward, determine what items are assigned to the account code. If the account code is assigned to obsolete items, delete the items and then the account code. If the items are still needed, assign the items to a relevant account code, then delete the obsolete account code. These changes do not retroactively affect reports.

1. Go to Inventory > Account Codes.
2. Search for the account code using the Full Code filter.
3. Click the trash bin button.

   

4. When prompted, click OK to confirm.

To change the account code for payments made previously, contact [e-mail].