Overview
An account that is set to Inactive cannot be used for any new orders or jobs and will not show up in any drop-down menus.
Note: Setting an account to inactive will also hide all orders and jobs under that account
Search for Accounts that are set to Inactive
Hover on Customers
Click on Accounts
De-select the Active checkbox at the top of the screen
Click on Search
The system will search for and display all accounts that are marked as Inactive
Set an account as Active/Inactive
The method for amending the Active flag on account differs depending on your systems setup.
The status of the flag can also be sync'd into Weighsoft form your accounts package
Set the Status against the account manually
Go to the Account
Click Modify
Disable the "Active" option
Hit Save
Via your Accounts package
Sage 50
Note: This option will only work if you have the "Enable Inactive Flag" option enabled in Settings>Finance
Go to Administration
Click on Settings
Select Finance
Select Credit Control
Locate and enable the "Enable Inactive Flag" option
Hit Save
When this option is enabled the Active flag will be synched to Weighsoft from Sage 50.
Marking an account as Inactive in sage will mark it that way in Weighsoft automatically.
Sage 200
The active status is updated automatically from Sage 200.
Access Dimensions
Setting the account in Dimensions to "Inactive" will sync across and mark the account in Weighsoft as Inactive.
Access Financials
Setting the customer in Financials to "Inactive" will sync across and mark the account in Weighsoft as Inactive.
Evolution M
Note: This option will only work if you have the "EvolutionM Active Flag" option enabled in Settings>Finance
Go to Administration
Click on Settings
Select Finance
Select Credit Control
Locate and enable the "EvolutionM Active Flag" option
Hit Save
When this option is enabled the Active flag will be synched to Weighsoft from EvoM. Marking an account as Inactive in EvoM will mark it that way in Weighsoft automatically.
Opera
Setting the account in Opera to "Dormant" will sync across and mark the account in Weighsoft as Inactive.
Exchequer
Setting the account in Exchequer to "Inactive" will sync across and mark the account in Weighsoft as Inactive.
Xero
Setting the account in Xero to "Inactive" will sync across and mark the account in Weighsoft as Inactive.