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Accountants Enterprise with Practice Manager only

The Account Status is a descriptive addition to a status type and can be used by sites to differentiate between various situations and to monitor the movement between them over time.

There are two Account Status types for contacts:

  • Open 

  • On Hold

The Account Status for a client or supplier is set on the Client/Supplier page > Defaults tab.

The Maintenance — Account Status page enables you to add and delete the Account Status for creditor accounts. The account status consists of the status (descriptive part) and the type (Open or On Hold) which is the effect of the status. For example, the account status In Dispute with the type On Hold associated with it will prevent a cheque or electronic banking run for the selected client or supplier.

The system allows all transactions to be posted to accounts that are Open.

For example, additional supplier invoices cannot be posted to accounts that are intrinsically On Hold.

 

To set up a new account status
  1. Select MaintenanceClient/Supplier > Account Status on the main menu or Maintenance > Maintenance MapClient/Supplier > Account Status. The Maintenance — Account Status page opens displaying a table with two columns, Description and Account Status Type. The first row of the table is blank.

  2. Enter a unique status description in the first blank cell of the Description column. The Description must be unique and informative but brief. The description is limited to a maximum of 100 alphanumeric characters.

  3. Click the first cell of the Account Status Type column to display the drop-down.

  4. Select either On Hold or Open from the drop-down list.

  5. Press [Enter]. The new status is added and a new blank row created at the top of the table. The newly added status is available on the Default tab of contact details pages.

  6. Click OK to save the information and close the Maintenance — Account Status page.

To edit an account status
  1. Select MaintenanceClient/Supplier > Account Status on the main menu or Maintenance > Maintenance MapClient/Supplier > Account Status. The Maintenance — Account Status page opens.

  2. Click to highlight the status description you want to edit in the Description column.

  3. Edit the text in the Description cell, as required. The Description must be unique.

  4. Select a replacement Account Status Type from the drop-down.

  5. Click OK to save the changes and close the Maintenance — Account Status page.

To delete an account status
  1. Select MaintenanceClient/Supplier > Account Status on the main menu or Maintenance > Maintenance MapClient/Supplier > Account Status. The Maintenance — Account Status page opens.

  2. Select the Account Status to be deleted. Click beside the status to highlight the entire row.

  3. Press [Delete]. A Confirm Delete message is displayed.

  4. Click Yes. The Description and Status Type are deleted.

  5. Click OK to save the changes and close the Maintenance — Account Status page.

 
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