Query
How do I set a company as a Non Current Client?
Instructions
Setting a company as a Non Current Client, allows users to use the Current Clients Only filter in the Reports screen.
From the Main Toolbar, go to Company. |
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Select the Company from the list. |
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Select Company Info |
Click
Select Client Data
Current Client | Turn off () to set the company as a Non current client |
Click
In the Company Screen
Flag the Current companies option to display all companies excluding those that have been deregistered or flagged as non current.