Deactivating a Profile

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ACH Universal > Working with Profiles > Deactivating a Profile

Overview

 

At some point you may find that a profile for a customer, employee, or vendor is no longer needed.  If you have a reasonable expectation that the profile may be needed in the future, you can deactivate it to retain it in the database but prevent its use.  This continues the audit trail because there will never be transactions for profiles not in the database due to deletion.

 

From the main menu, select Edit, then Add/Edit Profiles - Customers, Employees, and Vendors.

 

Report Creator Profiles

 

Select the profile you want to edit, then click the Edit button button at the bottom of the screen.

 

Clear the Profile - Deactivate checkbox checkbox to deactivate the profile.  Click Save when finished.

 

 


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