Accounting Ideas

Archive folder to move old bank accounts into

Had several customers that have stopped using a bank account but they cannot delete the account from the system due to transactions being associated with them.

If they had an "Archive" folder they could move these banks into it would tidy up the banking section and they wouldn't be as concerned about being unable to delete the account.


The same archive feature could be used to add old/unused contacts as well.

  • Guest
  • Jan 25 2021
  • One For The Future
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