AgExpert Accounting Ideas

Ability to change liability account types from liability to loan and vice versa

There are many old and new users who accidently create loan accounts as liability accounts, only to realize they should have been setup as loan account types, and after they put a balance in the account they can't delete or change it. This is a problem that happens a lot.

Presently the workaround is either to stick using the "D+ or D-" type, or rename the account to do not use, hide it, and create a new account. This can be a rocky experience to fix and impact those who used this method over several years.

Can we allow users to change the type of account from liability to loan and vice versa?

  • Guest
  • Dec 12 2024
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