How do I mass inactivate accounts?
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When utilizing Mass Load to inactivate accounts, you will have to load different spreadsheets for each type of account (Options: cash, expenditure and revenue |
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) as they can NOT be combined on one. |
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Create the spreadsheet to
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load into Mass Load
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Go to Core>Accounts, select the tab (Cash, Expenditure, or Revenue) for the accounts
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you’d like to mass inactivate.
Make sure all account dimensions are on your grid
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along with the active column
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c. Filter for the accounts you’d like to make inactive
Click on the report button and
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choose the output format Excel-fieldnames. Click Generate Report. This will create a spreadsheet with the appropriate headers for the Mass Load program to work.
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Remove all columns except the account dimensions and active status.
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Verify the accounts that you want inactivated are listed. Add or Remove any if needed.
Change the active column to
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FALSE and save
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the Excel as a CSV file on your computer.
Once
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saved, go to
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Utilities>Mass Load, upload your spreadsheet and choose the importable entity (cash, expenditure, revenue).
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Click Load.
You have successfully inactivated your accounts. You can go back to Core>Accounts to verify these accounts are now inactive. If you have any issues please contact a member of the fiscal team.