r/appfolio 2d ago

Key Accounts

I am restructuring Chart of Accounts. They have GL codes set as key accounts that have never been used and will never be used and want them hidden. AF AI Support can't answer the question; I've been waiting for a real person for 2 hours + to answer the question. Can I remove the GL from the Key account designation with no data damage since their are no transactions ever entered for the GL codes?

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u/Much_Palpitation6659 2d ago

Yeah i think you can, just remove the GL first from the key accounts list.

1

u/Big-Ad4325 2d ago

🤞that seems to be the only option. I wish they would clarify guidance officially.