Working with inactive accounts
- Set unused bank accounts as inactive.
- Inactive status hides the accounts on selection lists.
- Inactive accounts still show in reports and completed transactions.
Set an account as inactive
To make a bank account inactive, go to Banking and:
- Select the bank account from your banking list.
- Go to Account Status and select Active.
- Set status to Inactive.
- Save your changes.
The bank account will show as inactive on the banking list.
Remove the inactive flag
To make a bank account active again, go to Banking and:
- Select the bank account from your banking list.
- Go to Account Status and select Inactive.
- Set status to Active.
- Save your changes.
View inactive accounts
From your banking screen, select a tab to choose your view:
-
Inactive accounts
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Active accounts
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All accounts