How do I prevent inactive accounts from showing in my reconciliation area in Accounts Payable?
  • 30 Jan 2023
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How do I prevent inactive accounts from showing in my reconciliation area in Accounts Payable?

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Article summary

When I click on the Reconciliation tab in Accounts Payable, there are inactive accounts appearing.  How do I prevent them from showing?

Answer:
The main reconciliation screen is a datagrid.  You could create a datagrid that filters on only certain accounts.  Perhaps you can fill in the date closed field on the record and create a data grid that looks on blank date closed values. Setting the grid as the User or Foundation Default View will load it automatically.

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