Inactive bank accounts You can’t delete accounts with transactions. Instead, set them to inactive to hide them from the banking list. Inactive accounts still appear in reports and past transactions. To edit or delete a bank account - Select the Banking menu.
- To delete:
- Click Delete under the account name
- Click OK to confirm
- You can’t delete accounts with posted transactions or opening balances
- To edit:
- Click the account to open the Bank Accounts page
- Update the details as needed
- Use the Address & Contacts tab to add more information
- Click Save
Foreign Currency Transactions You can process foreign currency transactions on invoices and credit notes. Sage Accounting uses live exchange rates to convert amounts to your base currency. To add a foreign bank account, follow the same steps as for a base currency account. Select the desired currency in the Currency field. |