Transactions Display on the Report
If there are any transactions on the report, deletion or deactivation of the client is not possible. You must ensure that all transactions are marked "B". Transactions that are marked "B" in the Billed column are excluded from the new file during a year end close. In addition, you can mark a client as inactive only if all transactions associated with the client are marked "B".
Does every transaction have a "B" in the Billed column?
Yes. All transactions are marked with a "B" in the Billed column.
Proceed to "Step 2: Relieve outstanding accounts receivable information".
No! Those that have no "B" are outstanding.
Write off any outstanding time or expenses.
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
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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