Welcome to the Sage 500 Support Group on Community Hub! Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
FINRA Requirements for financial institutions are very vague and subject to a lot of interpretation. How does your firm meet FINRA requirements? Are you storing all your SQL backup files on WORM storage? Other financial reports on WORM? How long?
We have a bunch of accounts that need to be set to inactive. Some have items in common like a common location (segment 3). Others are spread throughout the entire chart. I was hoping there was a faster way than to maintain each one and choose Inactive…