My Stuff
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Re: Custom Transaction Type uploads
No problem at all - we will figure it out. Just before trying another CSV, please do the same for the Subsidiary as you did for the account, so the mapping uses "Internal ID" instead of the…1 -
Re: Is it possible to change the sub account of an already created account? How?
You can't delete a GL Account once there are transactions because of the "dependency relationship". However, you can edit that GL account, change the Name and Number (e.g., append &quo…1 -
Re: Is it possible to change the sub account of an already created account? How?
I see what you mean, @User_7YN8E, You can't change the Type of a GL Account if transactions are posted to that account.1 -
Re: Chart of accounts - Deselecting multi option field
Hi @User_SP0KO, Could you check if there is a Workflow running on the Account record that is preventing the deselection? Also, can you share screenshots from the custom field's main tab and sub-…1 -
Re: Is it possible to change the sub account of an already created account? How?
Thanks for checking, @User_7YN8E, Do you get a specific error message when you click "Save" after changing the Parent account?1