Skip to Main Content
Status Under Investigation
Workspace IRIS Financials
Categories Future development
Created by Guest
Created on May 30, 2025

Cleaning up Purchase Ledger

I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these accounts, on another ledger. Advantage are telling me this is not possible at the moment.

Or is it simpler to add an account category to the general tab as (ARCHIVE), so all you get is read access.

  • Attach files
  • Admin
    Rowena Lee
    Jun 4, 2025

    Hi Jamie. Thank you for your suggestion. It's something we would like to introduce but it is quite complex, so it might take quite a while.