• Making client groups inactive
• Relieving outstanding accounts receivable information
• Amounts are visible in the Outstanding column
• Cash receipts or credit notes are outstanding
• Getting the list of members in the client group and removing them from the group
• To make a client group inactive

To make a client group inactive

Ensure that any outstanding accounts receivable information is written off, and then deactivate the client group.

1. On the Setup menu, click Groups.
2. In the Group No box, type or select the client group you want to make inactive.
3. In the Type box, select Inactive.
4. The Inactive Date box appears. The inactive date is set by default to the first day of the next period. Click to select another date.
5. Click OK to return to the Group setup dialog.

Notes

• When you move to the next period, the deactivated client group no longer appears on reports dated after the deactivation date. If you are viewing reports with a From and To Date prior to the deactivation date, the client group appears on the report.
• You cannot enter transactions for inactive client groups.
• Inactive client groups are automatically deleted during a year end close.