We have one customer whose expense recharges need to be billed to a different entity. I want to block the expense recharge account on the other customer setup so that expenses aren't recharged through the wrong customer.
Thanks
Hi gnevard
Thank you so much for your post and welcome to the Community Forum! I'm sorry to hear about the problems you've been having. I really appreciate your patience and understanding about this issue, and I do apologize for the delayed response.
While it's not possible to outright "block" an account, you can achieve a similar result by marking the account as inactive. To do so, follow these steps:
Open the account in the Accounts list.
Select the "Inactive Account" option.
This action will effectively hide the account number from the dropdown lists within the program, making it inaccessible for users when recording transactions. However, it's important to be aware that if a user manually enters the account number, the transaction will still proceed. To address this, consider changing the account number to make it available for future use.
Feel free to post again, we're happy to help.
Regards,
Earl
