accpac simply accounting 9.0 Benutzerhandbuch
Chapter 23: Reducing Clutter
User Guide 23–1
SW9UG 22-23.doc, printed on 1/8/02, at 2:58 PM. Last saved on 1/8/02 10:51 AM.
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Reducing
Clutter
Keeping Inactive Parts of Your Business out of the
Way
Way
An employee decides to quit, but you need to keep their records
on file. Or perhaps you stop selling a particular item, but still
need to track how much of it you have sold for the year. You can
set the record’s status to Inactive. This way, the record won’t
appear on lists or reports, yet any transactions remain.
on file. Or perhaps you stop selling a particular item, but still
need to track how much of it you have sold for the year. You can
set the record’s status to Inactive. This way, the record won’t
appear on lists or reports, yet any transactions remain.
Note: You can set inactive records to appear on reports when
you open the report.
you open the report.
In the bottom left corner of any account, customer, vendor,
inventory item, employee, or project record, you can check the
Inactive box.
inventory item, employee, or project record, you can check the
Inactive box.
Check this box to set this
employee’s status to
inactive.
employee’s status to
inactive.
Customizing Windows To Show What You Need
Hiding fields that you never use leaves more room for the ones
that you need. For example, if you do not plan to keep track of
projects for your company, you can remove the Allocation
column from the Sales and Purchases screens.
that you need. For example, if you do not plan to keep track of
projects for your company, you can remove the Allocation
column from the Sales and Purchases screens.