---
title: "Accounting reassignment"
weight: 30
description: "Reassign accounting entries from one account to another in bulk, with preview and reusable rules."
source_hash: "e23608af"
---

# Accounting reassignment

Accounting reassignment allows you to move ledger entries from one accounting account to another. This feature is particularly useful at year-end to correct wrong allocations or reorganize entries before closing.

## Access

**Accounting > Accounting Assistant > Reassignment rules**

## How it works

The workflow has three steps:

1. **Create a rule** -- Define the entry selection criteria and the target account
2. **Preview** -- Check the entries that will be modified
3. **Apply** -- Run the reassignment (irreversible)

An applied rule is locked: it can no longer be modified or deleted. It remains viewable for traceability.

## Creating a rule

From the rule list, click **New reassignment rule**.

![Creation form of a reassignment rule](screenshots/reassignation-creation.webp)

### Required fields

| Field | Description |
|-------|-------------|
| Label | Descriptive name of the rule (e.g.: "Fix 2025 rental expenses") |
| Source account | The accounting account whose entries must be moved |
| Target account | The destination accounting account |

### Optional filters

| Filter | Description |
|--------|-------------|
| Label pattern | Filter on the entry label. Use `%` as a wildcard (SQL LIKE syntax). E.g.: `%RENT%` for all entries containing "RENT" |
| Start / end date | Restrict to a period |
| Journal | Limit to a specific journal |

## Rule list

The list page displays all rules with their status:

- **Draft** -- The rule can be modified, previewed and applied
- **Applied** -- The rule has been run; the number of modified entries, the date and the user are displayed

![List of reassignment rules with their status](screenshots/reassignation-liste.webp)

## Preview

From the card of a draft rule, click **Preview**. The page displays:

- The rule summary (accounts, filters)
- The total number of matching entries
- The paginated list of entries with, for each: date, document, journal, current account (strikethrough) and new account (bold), label, debit and credit
- The debit/credit totals

![Preview of the entries to reassign](screenshots/reassignation-preview.webp)

> **Warning:** Check the listed entries carefully before applying. Reassignment directly modifies the ledger and is irreversible.

## Apply

Click **Apply reassignment**. A confirmation box displays the number of entries and the accounts concerned. After confirmation, the entries are modified and the rule switches to "Applied" status. If the target account has been deleted from the chart of accounts or disabled since the rule was created, the application is refused and no entry is modified.

## Quick reassignment from the ledger

The module adds a bulk action in Dolibarr's ledger lists. Select several entries, choose the **Reassign account** action, then enter the target account. This method does not create a rule: the reassignment is applied immediately.

![Bulk reassignment action from the ledger](screenshots/reassignation-massaction.webp)