How can I flag a bank account as "inactive"?

My customer has recently changed bank where he runs 3 bank accounts. So I have the old 3 and the new 3 showing on the list, as well as some old bank accounts from when he was a sole trader (now a ltd co), so I have about 7 old accounts showing in the list. This makes it difficult to have a good overview in the list of bank accounts. I don't want to delete them, but I want to "de-activate" the old bank accounts and so remove them from view.

Is there any way to do this?

Thanks

Lisa

  • Hi Lisa.

    Unfortunately you can't flag a bank account as inactive - it is however a popular request over on the ideas board;

    Inactive Bank Flag idea

    I'd recommend heading over there and adding your vote. In the meantime the only real housekeeping option you have is to remove the account;

    Delete Old Records article

    Appreciate you've said that's not ideal for you though.

    Thanks.

    Michael