How To: Hide Bank Accounts
Table Of Contents
Introduction
If you no longer want a bank account to appear in certain areas of Khaos Control, you can mark it as hidden. This helps reduce the number of bank accounts presented to users and can make payment and refund processing easier.
When a bank account is hidden, it will no longer be available in several bank account selection lists throughout the system.
Where Hidden Bank Accounts Are Excluded
Hidden bank accounts will not appear in the following areas:
- The New Payment dialog, accessed by right-clicking in the Allocate From grid on the Customer | Statement screen.
- The Refund dialog, accessed after processing a Return and clicking Refund/Issue.
- The Accounts | Bank Account screen.
- The Sales Order | Payment screen.
Hiding a Bank Account
- Open a System Data screen (show me how).
- Open the Bank Accounts screen.
- Press Alt+E or click Edit to enter edit mode.
- Tick the Hide checkbox for the bank account you want to hide.
- Press Ctrl+S or click Save to save your changes.
Important Notes
- Hiding a bank account only removes it from specific selection lists within Khaos Control.
- Hidden bank accounts remain available for reporting and existing transactions.
- Hidden bank accounts are still visible in the F4 filter options within the Sales Summary | Payments screen.
Additional Information
If a bank account is no longer actively used but needs to remain in the system for historical reporting, hiding it can provide a cleaner user experience without affecting existing transactions or account history.