xBoox

Manage Business Activities

Enable or disable specialized Category groups for Home Office, Vehicle, and Residential Long-term Rental.

Business Activities control whether specialized managed Category groups can be used for new bookkeeping in a Workspace.

How it works

The current profile includes activity groups for Home Office, Vehicle, and Residential Long-term Rental. Enabling a group makes its managed Categories available. Disabling it removes those Categories from normal selection and prevents new transactions from posting to the disabled group.

Choose the right option

Enable only activities that apply to the entity represented by the Workspace. Review the Setup Impact before saving so you can see which managed accounts will be added or removed from active use.

Important rules

  • Disabling a group does not delete historical transactions or their audit history.
  • A group with no saved or unfinished references disables immediately.
  • A group with completed history requires confirmation. The confirmation lists the historical records that remain available after new use is disabled.
  • A group with unfinished work cannot be disabled. xBoox lists each blocker and the action needed before saving again. Blockers can include draft, needs-review, or unmatched transactions; active bank rules; unresolved import preview rows; and unposted Home Office or Vehicle Working Papers.
  • To post new transactions to a disabled group's Categories, re-enable that Business Activity and save the profile first.
  • Home Office and Residential Long-term Rental have documented working flows.
  • Vehicle remains partial. Its intended model will align with Home Office, but the current implementation is not complete, so this Help Center does not yet provide a full Vehicle procedure.

If an Activity cannot be disabled

The dialog lists each blocker with a count and an action. Resolve every non-zero blocker, return to Settings > Business Profile, clear the Activity, and save again. The same rule applies to Home Office, Vehicle, and Residential Long-term Rental. Select Help Center in the dialog to keep the blocker list visible while opening the detailed checklist in a new tab.