Ideas for Acumatica

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GL Account Merge

Add the ability to merge GL Accounts. It's easy enough to change a GL account number but there are occasions when we see clients wanting to merge two or more accounts into one. For example, takeovers, tidy up after implementations etc.
Care would need to be taken around account types.
Would be useful if this was available in AP/AR too for when one customer takes over another and wants to merge the invoice history into one account.
  • Guest
  • Nov 3 2014
  • Future consideration
  • Attach files
  • Rebekah Helton commented
    March 10, 2018 00:56

    I agree with this suggestion, for the reasons stated, and also note that competitive ERPs have this capability.

  • Kevin Martin commented
    January 27, 2016 22:35

    Merging as an option (new feature) would be in line with what Acumatica competitors package already do.  Not being able to merge AP, AR, Inventory and GL accounts in Acumatica is a selling disadvantage for Acumatica. 

  • Yvonne Hamilton commented
    March 07, 2015 17:13

    It would be helpful to merge AP/AR accounts to preserve sales history. We uploaded a lot of duplicate accounts when we switched to Acumatica and my solution has been to make 1 account inactive once A/R balance is $0.