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Is there any way to view only “active” accounts? Afer many years I have accumulated many accounts that I have marked as “inactive”. I don’t want to see them everytime I look at my accounts receivable or payable.
For now, block move your inactive accounts to the bottom of your accounts receivable/payable reports under NewViews > Account > Accounts Payable or Accounts Receivable.
In a future release it will be possible to drag and drop inactive payables receivable into a sub folder of NewViews > Account > Accounts Payable or Accounts Receivable.
You can however create a new report under NewViews > Report > Sub Reports and call it INACTIVE-AR and from your NewViews > Account > Accounts Receivable > Customer Account Setup and change the thoose accounts from appearing on Report AR to report INACTIVE-AR
Regards,
Martin
Martin,
Your suggestion assumes you have an AR “reoprt”.
I deleted my AR report and only use the Account to work with
AR.Will we be able to setup a subreport under AR or AP and move the accounts there?
Art.
Yes in a future update to NV2. A drag and drop feature will be implemented that will allow one to move accounts from Account > Accounts Receviable to Account > Accounts Receivable > Sub Report.
Regards,
Martin
We will be waiting for this one for accounts as well as employees.
Our AP are entered in the postings window of Accounts Payable and it would be nice to separate AP accounts into USD and CAD or other categories. IN NV1 accounts were accessed via reports, but in NV2 we pretty much use reports for “reports”.Look in the NewViews 2.0 onine manual in regards to the use of tags. Click the search tab and enter tags and press enter.
You can create Sales/Purchase Journals with a CAD or a USD tag that will show only the transactions with the applicable associated tag that you provide.
Regards,
Martin
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