Accounting → Master data
Open Accounting → Master data.
Switch between ledger accounts, VAT codes, analytic accounts, payment conditions, and payment methods.
Use search to narrow the list when you know a code or description.
For analytic accounts, use the plan filter to view one cost center or cost unit group.
Open more rows by scrolling or paging when the list is long.
Payment methods only appear when your accounting provider supports them.
Find the item you want to hide from booking and AI suggestions.
Toggle it to blocked in the table.
Check the blocked counter at the bottom before saving.
Review the unsaved changes badge, then click Save changes.
If you blocked an analytic account, it is hidden unless you include blocked items or view blocked analytic accounts.
Blocking does not delete the item in your accounting system.
Go to the analytic accounts tab.
Click Add new cost center or cost unit.
Choose the analytic plan if the dialog asks for one.
Enter the new account details and save.
If you just added a plan-restricted item, use the plan filter to find it again.
Adding analytic accounts is only available where your connected provider supports it.
Open the master data table you want to update.
Click Refresh to pull the latest data from your accounting provider.
Use a full refresh when a normal refresh does not bring in recent changes.
Wait for the table to reload before changing blocks or notes.
If data still looks stale, contact Cashfeed support.
A refresh can rerun the provider sync, so it may take a moment on large datasets.
Clear search and plan filters.
Check whether the item is blocked and re-open the blocked items view.
Refresh the table from your accounting provider.
Contact Cashfeed support if the item still does not appear.
Confirm your accounting provider supports payment methods.
Refresh the payment methods list.
Contact Cashfeed support if your provider should expose them but none appear.
Open the analytic accounts tab, not ledger accounts or VAT codes.
Try choosing a different analytic plan.
Check whether your provider supports creating analytic accounts here.
Contact Cashfeed support if the dialog is unavailable or save fails.
Look for the unsaved changes badge.
Click Save changes after each block or note update.
Wait for saving to finish before refreshing again.
Contact Cashfeed support if saving keeps failing.
Make sure you saved the blocked change.
Confirm you are not viewing items with blocked entries included.
Refresh the table after saving.
Accounting booking warnings and errors may explain why an item is still referenced.
