Select From Lists and Inactive Flagging

Background
How to Mark a Card as Inactive
Creating an Inactive Filter

Background

As you use AccountEdge it is likely you will accumulate former customers, ex-employees or vendors whom are no longer pertinent to your business. To prevent these old [Cards] from bogging down certain parts of AccountEdge they can be marked as "Inactive" in the [Card] details. This prevents the [Card] from showing up in "Select From List" windows throughout the program.

To mark a [Card] Inactive

  1. At the top of your screen select the List menu
  2. From that drop down select [Cards]
  3. In the [Card] List that opens select the [Card] you wish to mark Inactive by clicking the little white arrow to the left of it
  4. The option to mark the [Card] Inactive is in the upper right portion of that window

As a result of the way AccountEdge processes the "All" default for "Select From List" windows the Inactive Flag is ignored by the program in certain situations causing Inactive [Cards] to show up on reports or other places they should not.

Creating an Inactive Filter

There is a simple workaround to address this; by creating a fake [Card]: ".Inactive Filter" and selecting everything but the ".Inactive Filter" [Card] in a "Select From List" window you can force AccountEdge to acknowledge the Inactive Flag on [Cards].

  1. At the top of your screen select the List menu
  2. From that drop down select [Cards]
  3. In [Card List] click the "New" button in the lower left to create a new [Employee Card]
  4. Name this ".Inactive Filter" (the period ensures it will show up at the top of a Select From List window)
  5. When you go to run a report, in the customization window click the little downward arrow to the right of the [Employee] field to open its Select From List window
  6. In the "Select From List" window click the little check box in the upper left to select all Active [Employee Cards], then uncheck the ".Inactive Filter" [Employee Card] at the top of the list, and click Ok (if you do not uncheck the ".Inactive Filter" [Employee Card] AccountEdge will see everything as checked and default back to "All" which will include Inactive [Employee Cards])
  7. This will run the report for all Active [Employee Cards]

By opening the "Select From List" window and selecting everything other than the ".Inactive Filter" [Employee Card] AccountEdge switches from the "All" parameter (which looks at all [Cards] regardless of the Inactive Flag) to "Selected" which only looks at the checked [Cards] in the "Select From List" window (which will only display Active [Cards]).

NOTE: [Cards] can be substituted for and applied to: Customer, Vendor, Employee, and Personal Cards, Items, Accounts, Jobs, Activities, Categories, Departments, Locations, and Retainer, Escrow and Trust Accounts.