Quick Tip: Marking Records Inactive

October 2024    Tags: Accounts Payable, General Ledger, Inactive, PracticeMaster, Tabs3 Billing, Trust Accounting

Did you know that there are several record types throughout the software in which you can mark people or accounts as inactive? Selecting the Inactive check box provides the ability to keep the associated history, but removes the ability to accidentally add associated records. You can also typically choose whether or not you want to include inactive people or accounts on lookup windows and reports.

Records in the following files can be marked as inactive:

• System Configuration – Users
• Tabs3 Billing – Clients, Contacts, and Timekeepers
• PracticeMaster – Clients and Contacts
• General Ledger Software (GLS) – Chart of Accounts
• Accounts Payable Software (APS) – Vendors and Bank Accounts
• Trust Accounting Software (TAS) – Contacts and Bank Accounts (Note: Clients must be marked as inactive in Tabs3 Billing)

For more information on marking records inactive, press F1 to open the Help, enter “inactive” on the Index tab, and select the desired topic.