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Administrator Guide
Last Updated: 2025-03-14
FAQ: Can I retire ledger accounts?

FAQ: Can I retire ledger accounts?

Can I retire ledger accounts that I no longer want to use for future transactions?
You can retire ledger accounts on the
Edit Account Set
 report if you aren't using the ledger account in:
  • An account posting rule or as a default account in an account posting rule.
  • An account translation rule.
  • An allocation dimension.
  • An active allocation definition for Source or Target.
  • An ad hoc bank transaction template.
  • An elimination rule or it's an account to which the elimination rule posts.
  • A year-end close rule.
  • A recurring journal template.
  • A manual journal with a status of
    In Progress
    .
  • An active allocation pool that:
    • Has the version status
      Active
       or
      Pending
      .
    • Has an effective date of the current or a future date.
    • Is on an active allocation plan.
To find where ledger accounts are in use, access the
Ledger Account Usage
 report.