Important: Accounts that already hold any data (actuals, budget, forecast) cannot be deleted outright. In PMI we de-activate them so they no longer appear in reports or input screens.
Step-by-step (de-activating an account)
- Open the Accounts tool: Planning ▸ Profit & Loss ▸ click the spanner / tools icon ▸ Accounts.
- Show everything: Tick Show all (top-right) so inactive rows are visible and the page loads every account.
- Find the account: Use the search box; you can type the account number or part of the name.
- Untick the “Active” checkbox. In the right-hand column you’ll see a tick for each active account.
- Untick it to de-activate.
- If the box is greyed out, the account is locked by Period Locking or you lack rights – ask your administrator.
- Save: Click the save button. The row turns grey; the account will disappear from input screens after a refresh.
What if the account still shows up?
- Period is locked – unlock it in Advanced Settings ▸ Period locking, then repeat the steps.
- Mapped in a cockpit driver – remove that mapping first.
- Hierarchy override – the account may be forced on by HQ settings; only chain admins can deactivate it.
That’s all: use the Accounts tool, untick Active, save – the line is now hidden from everyday use while all historic data remains intact.
