Summary
How to control where a ledger account appears in Sage Accounting, or hide it when you no longer need it.
Description
You can't always find every ledger account when you enter a transaction. Sage Accounting limits each ledger account to certain transaction types so you don't post entries to the wrong place.
If you want to use a ledger account in a different area, change its visibility. If you no longer use a ledger account at all, hide it.
If you haven't used a ledger account on any transaction, you can delete it instead. For details, see Delete a ledger account.
Resolution
Show or hide a ledger account
- From Settings, then Business settings, select Chart of accounts.
- Select the ledger account you want to change.
- Do one of the following:
- To change where the ledger account appears, select the relevant areas in the Visibility section
- To hide the ledger account, clear the Included in Chart checkbox
- Select Save.
After you hide a ledger account, you can't select it when you enter transactions.