Accounting Ideas

Delete Categories in Analysis Types

Currently, we have to trawl through hundreds of old Categories until we find the current Categories at the bottom of the list, and re-categorising them all as DNU isn't sufficient. It'd be good to have only Active Categories selectable for Sales and Purchase Invoices. In Products & Services, it's possible to grey out the Inactive products and then filter the list so those ones disappear and a similar solution for Categories in Analysis Types could work. Alternatively, once the Year End had been closed, the green In Use tick could be changed to Archive and then it could be no longer useable. Whatever solution you find, we want to see just the active Categories selectable when raising invoices.

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  • Dec 17 2020
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