Home » Categories » Solutions by Business Process » Finance » Sales and Purchase Ledgers |
DELETE - Delete Inactive Accounts |
Article Number: 1267 | Rating: Unrated | Last Updated: Mon, Jun 19, 2023 at 4:09 PM
|
Datafile Software DELETE - Delete Inactive Accounts You use this option to delete an account from the ledger. However, you can only delete an account if there are no transactions associated with it, its balance is zero, and there are no outstanding sales or purchase orders. Therefore, it is likely that you will only be able to delete an account where it has been added incorrectly and you do not wish to amend it. Note When an account has had transactions posted against it, but you no longer wish to trade with the customer/supplier, then you could mark the account for deletion at year-end. This is discussed later in this section. Alternatively, Diamond and Premier users have the option to flag an account as ‘ignored’. This omits the account from reports, provided the balance is zero, and from selection when adding invoices and orders. This allows you to keep the account for enquiry purposes but ignore for all other respects. If the account is ineligible for deletion you are warned as soon as you select the account.<Enter> will then return to the menu. Otherwise, the system displays the same accounts maintenance screen as for add/update etc. but instead of the SAVE and ABANDON buttons, DELETE and ABANDON buttons are displayed for selection. Note: once an account is deleted it is removed from the file and cannot be recovered. |
Attachments
![]() There are no attachments for this article.
|
Fax Printing - Document Design Manager
Viewed 2478 times since Mon, Jul 2, 2012
Credit Control Manager / Next Action Facility
Viewed 2674 times since Mon, Jun 11, 2012
Allocations (Sales Ledger)
Viewed 2177 times since Mon, Jul 2, 2012
Extra File Scans
Viewed 2006 times since Mon, Jul 2, 2012
Changes to File Locking on Save Aged Analysis
Viewed 1821 times since Tue, Jun 12, 2012
Improvements to Statement Print Locking
Viewed 1770 times since Fri, Oct 26, 2012
Print Preview and Test Print - Document Design Manager
Viewed 2243 times since Mon, Jul 2, 2012
STOP – Flag Accounts with Stop Status
Viewed 1115 times since Mon, Jul 2, 2012
Account Status
Viewed 2106 times since Mon, Jul 2, 2012
Validate Account and Stock Groups Entries
Viewed 1884 times since Fri, May 27, 2016
|