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10064: Sage 50 – Marking an account as Inactive

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Author: samantha

Sage 50 – Marking an account as Inactive

 

In order to keep your account records in Sage 50 tidy, Sage introduced an ‘Inactive’ flag allowing you to mark Customers/ Suppliers records and Product Codes that you no longer use as
‘Inactive’,  if you are on the current version of Sage 50 (version 25) you can also mark Nominal Codes and Bank Accounts as ‘Inactive.   This flag doesn’t delete your
records but instead allows you to filter out your unused or old records from your Sage 50 list view..

To flag an account as ‘Inactive’

  1. Open the  module that you wish to mark the record as inactive, if for example you wish to mark a customer as inactive then open up your ‘Customer’ module
  2. Locate record and open it.  If for example it is a customer, double click on the record in question or click on the ‘New/Edit’ icon on the top menu.
  3. Place a tick in the ‘Inactive’ tick box, this will flag your record as being inactive. Click ‘Save’ to save your changes.

 

If there is a reason why you cannot mark your customer as inactive a message will appear on your screen.

Once you have marked you customer as inactive, you can simply use the filter tick box on the top right hand corner of your screen called ‘Include Inactive’.  If you wish
to only view a list of your active customers then make sure that this tick box is unticked.  If you whish to view all your customers including those marked as
inactive then click into the tick box for ‘Include Inactive’.

 

 

(sd)


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