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Re: Retiring old loans

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January 07, 2016 07:52AM
To hide your old loans from display and reports try these steps:

1. Go to Accounting-GL-Chart of Accounts
2. Scroll to your Liability section to Long Term Debt
3. Because each loan setup in FW creates two accounts for Short and Long Term, start by right clicking on the first unwanted Long Term Loan account name and select Remove.
4. Repeat step 4 until all long term debt has been resolved.
5. Then go the current Liabilities and locate the same unwanted accounts for Short Term and repeat the process.
6. If you have your View Setup to Active Only they will be hidden from use. If this option is unchecked the accounts will display with Asterisks.


Kathy Cline,
Trimble Ag Software Support
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Retiring old loans

WaynoJanuary 06, 2016 03:55PM

Re: Retiring old loans

Kathy ClineJanuary 07, 2016 07:52AM

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