Content Comparison

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View Sub-Accounts Only 

1. Go to the Admin Menu menu and select Accounts.

2. You can view and edit sub-accounts by clicking on the 'Show “Show Sub-Accounts Only' Only” checkbox. 

3. You can select each sub-account and mark it 'Inactive' check the “Inactive” box if it is no longer needed. 

Activating Inactive Accounts

1. Go to the Admin Menu menu and select Accounts.

2. Click on the 'Show Inactive' check boxcheckbox. This will add all the inactive accounts to your list. The inactive accounts will show as grey.

3. To activate an account, click on it and uncheck the 'Inactive' check box“Inactive” checkbox. 

4. Click Save to make it active. 

5. Once you have made it active, you are able to update the Account Details and other fields as required.

Prohibit Posting to an Account

You may wish to prevent an account from being used on transactions. This might be while you clear the balance of an account that is to be made inactive. To do this:

1. Go to the Admin menu and select Accounts.

2. Navigate to the relevant account, and check the “Prohibit Posting” checkbox.

3. Click Save.

This account will no longer appear in the list of accounts when entering transactions, but can still be used in report filters. The account and associated transactions/balances will still show on reports.