Once you have built a structure using the Chart of Accounts Build process, you can only remove categories which have now been built into nominal accounts by deleting them.
You can delete a or several nominal accounts at the same time using the Chart of Accounts screen, however there are certain rules that the nominal account needs to meet before you can delete them.
If you want to completely delete the category, you will also have to delete the record from the Categories screen which we have explained at the bottom of this article.
If you have a category that you have not yet built into your structure, you can delete the record by following the steps below:
Delete a record which has not been added or built into your structure:
Click on Financials then Settings and then click Categories.
Click on the category you want to delete a record from and click on the Edit button.
Note: For any records that have not been added or built into a structure, you can see next to the record.Click on the to delete the record.
Note: There is no confirmation for when you are deleting a record from a category, so the record is removed immediately. You can add the deleted record back easily, by clicking on the + Insert new record button.
Nominal Accounts cannot be deleted when the following conditions apply:
The account has a balance.
The account is set as a nominal default on the home or any trading currencies.
The account is set as the default on sales or purchase nominal accruals.
The account is set on a nominal profile ratio calculation of another nominal account.
The account is set as the P&L Year End update account for another nominal account.
The account is set as a Non-Recoverable Update Account for partial or non-recoverable VAT.
The account is set as a nominal default on an asset record or an asset category.
The account has ledger mappings in Assets Options.
The account's associated sales and or purchase analysis is:
Set as a sales or bank system default.
Set as a default on a currency record.
Is assigned to a currency rate.
Is used on a transaction detail line.
Is used on a batched transactions detail line.
Is assigned to a stock record selling or cost price.
Is assigned to a stock record.
Is assigned to a sub analysis record as the sales analysis or as a stock default analysis.
Is assigned to a price record selling or cost price.
Is assigned to a cost centre.
Is assigned to a customer, supplier, prospect, or address record.
Is assigned to a company address.
When trying to delete a nominal account that matches any of the above criteria, you will get an appropriate message letting you know the reason why the record cannot be deleted.
Delete the category from the Categories screen:
Click Financials then Settings and then click Categories.
Select the relevant Category you want to delete the record from.
Click on the Edit button at the top of the screen.
For any records that can be deleted, you can see an icon in front of them.
Click on the then click Save.