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Internal account balance reset

In this guide, we will review how to manage the internal balance reset feature for internal accounts. In the following chapters, you will find information about:

Reset balance for all internal accounts

To reset the balances of all internal accounts, follow the steps below.

Go to Accounts > Settings > Reset internal accounts' balances.
Click the Start batch button.

Confirm the balance reset.

Reset balance for a particular internal account

To reset the balance of the particular internal account, follow the steps below.

Go to Accounts > Search > Accounts.
On the Accounts search page, find Account type, select INTERNAL and click Search.
Find the internal account in question and click the Account number to access the account information.
Choose Accounts from the content menu.
On the Account details page, scroll to the Account balances section and click the Reset balance button.

Confirm the balance reset.

Find information about default suspense account

You can find more information about the suspense account by going to:

Administration > Settings > System properties.
From the content menu, choose finance-api.
Search for DEFAULT_SUSPENSE_ACCOUNT in the Code column.
You will find the number of the suspense account in the Value column.

Turn off balance reset

If you want to use some of the internal accounts for specific internal purposes and want to prevent automatic or manual balance offsetting, do the following:

Go to Accounts > Search > Accounts.
On the Accounts search page, find the Account type parameter, select INTERNAL and click Search.
Find the internal account in question and click the Account number to access the account information.
Choose Settings from the Content menu > Allowed operations.
On the Allowed operations list, find the Internal account balance offsetting to the suspense GL account > Disable.