Archiving an Account

• At times it is necessary to archive an account that is not use.

Note: It is not possible to archive an account if has been used in a transaction at any site at any time.

Fig 1 - Archive Account Button

Fig 2 - Unable to Archive Account

• Click the ‘Setup’ Tab > Account Admin.
• Search for the account that is to be amended (see article: P2P&I - Inventory: Searching for an Account on how to search for accounts).
• Click on the ‘Edit Details’ tab.
• If the account can be archived then the buttons will appear as in Fig 1. If it has been used in a transaction it cannot be archived and the buttons will appear as in Fig 2.

Fig 3 - Account Archived Confirmation

• If available, click the grey ‘Archive Account’ button as in Fig 1.
• Once completed, the system will show the message in Fig 3.

Removing an Account from a Site

• If an account has never been used in a transaction at a site it may be removed from the designated site.

Fig 4 - Remove Account Button

Fig 5 - Select Sites

• Click the ‘Setup’ Tab > Account Admin.
• Search for the account that is to be amended (see article

  Inventory | Restaurants - Searching for an Account on how to search for accounts).

• Click on the ‘Where Used’ tab.
• Click the grey ‘Remove Account From Sites’ button.
• Select the sites to be updated by expanding the organisation hierarchy.
• Click the green ‘Save’ button.

Fig 6 - Account Removed Successfully

Fig 7 - Unable to Remove Account From Site

• If the removal was successful the system will return a message similar to the one in Fig 6; otherwise, it will show a message indicating it could not remove the account because it is in use at that site as in Fig 7.

Also See

• Inventory | Restaurants - Create or Edit Accounts

• Inventory | Restaurants - Searching for an Account

• Inventory | Restaurants - Merging an Account

• Inventory | Restaurants - Updating an Account Nominal Code to Site or Sites