Hide or show a bank account
You might hide a bank account when you're no longer using the account, or have created a new account that you don't want to be used yet.
This removes the bank account from lists and helps prevent the account being selected by mistake.
Hide or show a bank account
Open: Cash Book > Cash Book Accounts > Amend Bank Account Details.
- To hide the bank account, set the Active Status to Hidden.
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To show a hidden bank account, set the Active Status to Active.
Note: To edit the account, use Cash Book > Cash Book Accounts > Amend Bank Account Details.
You can check which bank accounts are hidden and who changed their status, by using the Accounts not Active report.
About hiding bank accounts
You can hide an account at any time, even if the account is in use, so it's best to use this carefully.
Transactions that are already linked to the bank account can still be processed and posted to the account.
If the account has been hidden by mistake, just amend the account and set the Active Status to Active.
- To see a list of hidden accounts and who changed their status, use the Accounts Not Active report (Cash Book > Reports).
- You can see the details of any hidden accounts on the Bank Account Enquiry. Hidden accounts are included on the look up list here.
This is shown on the Accounts Not Active report (Cash Book > Reports).