One of our Sage Financials Customers asked the following:
Are inactive accounts supposed to still show on Sage Intelligence?I have several accounts and sub-accounts that I have marked as inactive. (I disabled the "active" checkbox, just to be clear.) Most of these never had transactions entered for them. When I run Sage Intelligence Reports, I expected to NOT see these items there anymore - except I understand for the ones that still have transactions in them. But, I still see all the accounts, whether or not they ever had transactions in them.
Is there a way to configure them so that Sage Intelligence does NOT pick up these accounts?
I know I can select don't show accounts without activity, but there are times I want to show all the active accounts to Executives, but still not the inactive ones.
I have looked at the SIRC and Sage Financials Knowledge Base, but with no success. Also could this be configured in any way?
Many thanks for your help!
We don't support Sage Intelligence on the Developer Community. If you email [email protected], they'll be able to help with this query.