Summary

To help keep your accounts tidy and make it easier to locate records in Sage 50, you can use the inactive flag to hide old or unused customer, supplier, product, nominal and bank records from your lists without deleting them.

There are a few different ways to achieve this, which we will explore in this blog.

Flag a single record as inactive

1. Open the required module, for example Customers, Products or Bank accounts, then double-click the required record.

2. Select the Inactive check box in the Account Details section, click Save then click Close.

Flag multiple records as inactive

1. Open the required module, for example Customers or Products, then select the required records.

NOTE: Nominal and Bank records can only be edited individually.

2. To select more than one item you may need to hold down the Ctrl key.

3. Click Batch changes then select the Inactive check box in the Account Details section, click Save then click Close.

View or hide inactive records on your list

1. Open the required module, for example Customers, Products or Bank accounts.

2. Do one of the following:

• To see inactive accounts throughout the software, select the Include inactive check box.

• To hide inactive accounts in the relevant module and in record lists when posting transactions, invoices, and orders, clear the check box.

Remove inactive flag from a record

1. Open the required module, for example Customers, Products or Bank accounts.

2. Select the required record and click New/Edit, clear the Inactive check box in the Account Details section, click Save, then click Close.

What if I can’t flag records as inactive?

When you flag a record as inactive in Sage 50 Accounts, there are several checks to ensure the record is not still in use. If there’s a reason why you can’t make the record inactive, a message appears advising why.

Further Information

If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk

Sage 50

Create a more agile, efficient & modern business with Sage 50 Accounts.

Sage 50 combines the power of desktop accounting with cloud computing, allowing you to access your critical information any time, from anywhere.

The automated data-capture, in-depth reporting, and built-in help & guidance offered by Sage 50cloud accounts makes it an accounting system for the digital age.

There are 2 variations of Sage 50cloud accounts available:

• Sage 50cloud Standard
• Sage 50loud Professional

Sage 50cloud Accounts gives you the ability to leverage & act upon accurate information – which is at the core of all successful business operations.

Speak to a member of the GCC team and find out more about Sage 50cloud.