If you're comfortable with SQL Server Management Studio, you could create a custom view like the following, and then use System Manager > Tools > Task Editor to create a new Business Insights Explore task for the custom view. This view returns the Company ID, GL Account Number and Last Transaction Date for each account that has any transactions posted.

CREATE VIEW vdvGLLastTran
AS
SELECT CompanyID, FormattedGLAcctNo, MAX(TranDate) AS LastTranDate
FROM dbo.vdvglAccountTran
GROUP BY CompanyID, FormattedGLAcctNo
GO

GRANT SELECT ON vdvGLLastTran to ApplicationDBRole
GO

You can then filter the Explore view to show results where "LastTranDate" is greater than or equal to ....

This is pretty easy (the 5 year part) though a SQL update script. If you don't know how to call your reseller or contact D.Hart. His company can do so pretty easily. Depending on your criteria the segment and such might be easy. If you decide to do it yourself do it in a test company first. Another way to do it is create the list in excel then have a SQL person import it and update the flag to inactive. I do operations like that all the time.

Hi,

Regarding the accounts that need to be set to inactive, at Southeast Computer Solutions we have exactly what you need, please check the image below, also we can easily design any Report according to your needs.

For further information you can contact Cindy Driggers at 305.556.4697