How do I stop a bank account from showing in the drop down box in cash management edit register without deleting the bank account?
I am hopeful someone from Sage can confirm, but I do not believe there is an option to make these items inactive or hidden. I believe the only way to hide a bank account would be record security. ID:34639Last Modified Date:6-20-2019
Go to Cash Management
Setup
Bank accounts
GL Cash accounts
Select Applications
You can toggle what bank accounts can be used
this should hide the account in the module
Unfortunately, this did not hide the bank account.
Thank you.
Search the Sage Knowledge base for article:49268 -How do I deactivate, disable, delete, or close out a Cash Management bank account?
Products |
Sage 300 CRE |
Thank you, I have. I have unchecked all the applications in the GL Cash Accounts tab and it still shows in the drop down menu. Short of deleting the bank account I don't believe this can me done.
The suggestions provided by other users will work for hiding the account in drop-down lists for printing checks and related tasks in other application, but not for the task you specifically mentioned, CM > Tasks > Edit Register. Please see Knowledge Base Article ID:17408 to learn how to delete a bank account in Cash Management.
Thank you, but I do not want to delete this bank account I just want it not to show in the drop down menu when I go to edit registry.
There is a topic for this in Help>Submit Product Idea that I voted for. "Allow us to make a Cash Management Bank Account Inactive"
The more votes a topic gets the more Sage pays attention, or so they say. It can't hurt.
*Community Hub is the new name for Sage City