1. From the Records page, click Accounts.
  2. Open the appropriate account. 
  3. From the Active/Inactive drop-down menu, select one of the following:
    • Active: Allows data entry and posting transactions to this account.
    • Inactive - prevent data entry: Prevents data entry for transactions on this account but allows existing (Not Yet Posted) transactions on this account to post. 
    • Inactive - prevent data entry and posting: Prevents data entry for transactions on this account and prevents posting of existing transactions on this account.
    • If you select Inactive - prevent data entry and posting, the after field appears so you can enter an end date for posting.
  4. Click Save and Close.
Note: If you cannot find the account in the Open Account window, the Business Rule to Exclude Inactive Accounts is marked.  For more information, refer to Accounts are missing from searches and queries.