Summary
How to make unused bank accounts inactive in Sage Accounting.
Description
You can prevent yourself or others from creating transactions for a bank account by making it inactive. This is useful for when you have bank accounts you no longer use.
Once set to inactive, we hide the bank account when you create transactions. Although it will still appear in reports.
Resolution
On the Banking page, you can switch between three tabs at the top right:
- All accounts
- Active accounts
- Inactive accounts
A bank account can't be set to inactive if:
- It's connected to a bank feed. You need to disconnect your bank feed first
- It's used to automatically post your payroll journal if you've got payroll integration - Read more on changing the bank in your payroll intgrations settings.
- There are draft transactions entered
Set an account as inactive
To make a bank account inactive:
- From Banking, open the relevant bank account.
- Under Account Status, select Active.
- Set the status to Inactive.
- Save your changes.
The bank account will show as inactive on the banking list.
Remove the inactive flag
To make a bank account active again:
- From Banking, open the relevant bank account.
- Go to Account Status and select Inactive.
- Set status to Active.
- Save your changes.