May 2010

Disable an Account in the Chart of Accounts

Although we have provided a comprehensive Chart of Accounts, you may wish to slim this list down so that entering transactions become a little quicker and easier.

To completely disable an account, you must edit the account and make sure that the 'Enabled' checkbox is not selected. Once an account has been disabled, it will be automatically moved to the Disabled category in your Chart of Accounts listing. In addition, the account will no longer be available for selection in any of the sales, purchases, bank transactions and other transaction screens.

Note that there are two rules that will always override the above. Firstly, if an account has previously been used in a transaction, then it cannot be disabled and secondly, you cannot permanently delete an account.

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Updating Your Payment Card Details

You can update your payment card details at any time. This may be necessary if you transfer to another bank or if your existing card is replaced by a new one. To avoid any interruption to your AccountsPortal online accounting subscription, update your payment card details by navigating to the Settings tab, followed by My Subscriptions. Click on the Update Card Details link and amend your details as required.

Note that for security reasons, only the user that originally entered the card details will be permitted to make the update.

Click here to view the full help documentation for this process.