Making Clients Inactive
Question
How do I make a client inactive?
Answer
Clients are made inactive by selecting Inactive in the Type box in the Clients dialog. However, a client can be marked as inactive only if there is absolutely no outstanding WIP or accounts receivable activity for that client. During the year end close, inactive clients are excluded from the new year's files.
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Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
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NORTH AMERICA
Email: support@caseware.com
Phone: 416-867-9504
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