Cleaning account lookups by removing accounts from lookups

A consequence of company growth is that the chart of accounts grows and account lookups can get clogged up by the number of accounts on the system. While the general ledger will stop showing an account in a lookup when the account is made inactive, other modules will continue to show these inactive codes.

However, Dynamics GP does contain a feature which can be used to remove inactive account from lookups; this same feature can also be used to remove accounts from lookups in series where the account should not be used, such as a sales account in the purchasing or inventory series.

How to do it…

Here we will see how to remove inactive accounts from lookups.

1. Open Financial from the Navigation pane on the left. In the main area page, under Cards, select Account.

2. Enter, or do a lookup for, the account to be made inactive and removed from the lookups:

   

3. Check the Inactive checkbox.

4. Press and hold the Ctrl key and click on each of the lines in...