How To: Hide Bank Accounts

Bank accounts can be hidden from the user in the following drop down lists:

• New payment dialog accessed by right-clicking in the Allocate From grid in the [ Customer | Statement ] screen.
• Refund dialog accessed from a Return by clicking the Refund/Issue button after processing a Return.
• [ Accounts | Bank Account ] screen.
• [ Sales Order | Payment ] screen.
  
  

1. Open a System Data screen (show me how).
2. Open the [ Bank Accounts ] screen.
3. Press Alt+E or click to enter edit mode.
4. Tick the Hide checkbox for the bank account you wish to hide.
5. Press Ctrl+S or click to save.
   
   

Note: the bank accounts are still visible in the F4 filters in the [ Sales Summary | Payments ] screen.

See Also

• System Data overview