Blocking deletion of G/L accounts

Maintenance of the chart of accounts takes place only a few times, once it's been set up for an organization, but it does occur. This new version adds a check to prevent accidental deletion of general ledger (GL) accounts.

About the features:

With the evolution of the company's needs, you may have to modify your chart of accounts and therefore delete one or more accounts. You must balance the account to zero and then close the fiscal year to prevent new entries from being added to the account so that you can delete it. In addition, there are requirements as to how long businesses must store their financial data depending on the country and region.

To not delete a bad account, you can specify the start date of the period for which your country or region requires you to store financial data in the Check G/L Acc. Deletion After field on the General Ledger Setup page. For example, if you must keep data for five years, and today’s date is 2/9/2022, you would enter a date of 12/31/2016. Business Central will inform you if you have accounts with entries that you must keep.

We’ve added the Block Deletion of G/L Accounts toggle to the General Ledger Setup page to protect and prevent accidental account deletion. Once the toggle is activated, Business Central will prevent users from deleting accounts that have entries after the date that is specified in the Check G/L Acc. Deletion After field. If one of these accounts really needs to be deleted, a user can go to the General Ledger Setup page and turn off the Block G/L Account Deletion toggle.

We recommend that you turn on the Block Deletion of G/L Accounts toggle and that you always have a date set in the Check G/L Acc. Deletion After field.

View the original article: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/smb/dynamics365-business-central/blocking-deletion-gl-accounts