This information applies only if you use file-based import of accounts in Ocerra.

If you make an account code inactive in Ocerra, it will no longer appear in the normal selection list for new invoice coding.

How to make an account code inactive

  1. Go to Settings > Account Codes.
  2. On the Account Codes tab, find the account code you want to stop using.
  3. Clear the Active checkbox.
  4. Save the change, if prompted.

What happens next

  • The account code will no longer appear in the normal account code list for new invoice coding.
  • The account code is not deleted from Ocerra.
  • Existing invoices that already use that account code are not automatically changed.

Before you use this option
If your account codes are synced from your accounting system, changes made in Ocerra may be overwritten by the next sync.