- Some accounts cannot be changed or cannot be merged into an existing account because of their Type. The Uncategorized Asset is one example of this kind of account. If a user, who has Online Banking, tries to change the Type to a different one, this warning will appear:"Please correct the following errors: You can't change the type of this account because it is reserved for the Online Banking feature."Don't worry! A message will appear to notify you of the restriction and its reason.
- There are also other accounts that you cannot delete or merge because they are needed by the system. Here is a list of those accounts:
Opening Balance Equity Default Service Tax accounts Retained Earnings Default GST/VAT accounts Undeposited Funds Default PAYG/PAYE accounts Uncategorized Income Default CST accounts Uncategorized Expense Default Service Income account TDS Payable Default tax accounts created when a Custom Tax Agency is created TDS Receivable
- If one of the accounts you are merging has a symbol in the name, an error message will appear during the process. Remove the symbol and retry merging.
- IMPORTANT: If you are merging bank accounts that have reconciliation reports, the reports will be deleted from the account that has been merged but the reconcile status (R) will remain on the merged transactions.
To avoid data loss, we highly recommend saving reconciled reports before merging.