Making a Credit Card/Bank Account and GL Account Inactive (NEW)

This article explains how to make a credit card or bank account inactive so it no longer appears in the Bank Reconciliation window, and how to inactivate the related GL account in the Chart of Accounts.

Step 1: Make the Credit Card/Bank Account Inactive

This is done via the Address Book

1. Navigate toJobBag > Address Book  
2. Select the Bank Account work list, or search for the required bank/credit card account
3. Open the account record
4. Go to the Banks and Accounts tab
5. Edit the account and tick Inactive
6. Save the record

Result:

The account will no longer appear in the Bank Reconciliation window

Step 2: Make the GL Account Inactive

This is done in the Chart of Accounts

1. Navigate to Ledger menu > Chart of Accounts  
2. Locate the relevant GL account
3. Open the account
4. Click Delete
5. Select Mark as inactive

Important Notes

• Making an account inactive does not remove any historical transactions
• The account cannot be used for new postings once it is inactive
• Ensure the account is fully reconciled and no longer required before making it inactive