Announcement!
This is a notification for product news or an alert. If you have a question, please start a new discussion

March 2021 - What's New

Inactive bank accounts

You can now mark unused or closed bank accounts as inactive. This allows you to view accounts by status on the Banking page. Select the Active, Inactive, or All tab at the top right-hand corner of the page to change the view. Inactive accounts are also hidden from selection lists when creating transactions. This prevents the posting of new transactions to the inactive account.

For audit purposes, inactive accounts still show in reports and completed transactions.