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Flag a record as inactive

Created on  | Last modified on 

Summary

This guide explains how to hide inactive records in Sage 50cloud Accounts without deleting them.

Description

To keep your accounts tidy and easy to manage, you can use the Inactive flag in Sage 50cloud Accounts to hide old and unused customer, supplier, product, nominal or bank records from your record lists without deleting them.

Resolution

Flag a single record as inactive

  1. Open the required module, for example Customers, Products or Bank accounts, then double-click the required record.
  2. Select the Inactive check box in the Account Details section, click Save then click Close.

     NOTE: Reasons why you can't flag as inactive - If a message appears advising you can't flag the record as inactive, find out how to resolve this > 

Flag multiple records as inactive

 NOTE: Nominal and Bank records can only be edited individually.

  1. Open the required module, for example Customers or Products, then click the required records.

    To select more than one item you may need to hold down the Ctrl key. Read more >

  2. Click  Batch changes then select the Inactive check box in the Account Details section, click Save then click Close.

     NOTE: Reasons why you can't flag as inactive - If a message appears advising you can't flag the record as inactive, find out how to resolve this >

Remove inactive flag from a record

  1. Open the required module, for example Customers, Products or Bank accounts.
  2. Select the required record and click New/Edit, clear the Inactive check box  in the Account Details section, click Save, then click Close.

View or hide inactive records on your lists

  1. Open the required module, for example Customers, Products or Bank accounts.
  2. Do one of the following:
    • To see inactive accounts throughout the software, select the Include inactive check box.
    • To hide inactive accounts in the relevant module and in record lists when posting transactions, invoices and orders, clear the check box.

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Reasons why you can't flag records as inactive

When you flag a record as inactive in Sage 50 Accounts, there are several checks to ensure the record is not still in use. If there's a reason why you can't make the record inactive, a message appears advising why. To find out how to resolve this, please refer to the following guide:

Reasons why you can't flag records as inactive >



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