Omni FAQ Support

Deleting Accounts

1. How do I delete accounts?

• Do an account enquiry to locate the account, or else list all accounts.
• Select the account you would like to delete, and then click the red cross on the grid's tool bar.
  
• If the account can be deleted it will be, otherwise if it can only be be deactivated then it will be deactivated.
• If it cannot be deactivated or deleted, then you will get a message telling you why.

2. Why can I only deactivate an account, and not delete it?

• Accounts that have transactions posted againt them, cann ot be deleted. If they do not have a balance though, then they can be deactivated.
• Deactivation is much the same as deletion from the end user's point of view, the only difference being that deactivated accounts can still be reported on. Deactivated accounts can be reactivated again if neccessary.

3. How do I reactivate a deactivated account?

• Do an account enquiry to locate the account, or else list all accounts.
• To see inactive accounts, click on the filter button on the toolbar.
• Put a tick in "Show Inactive" and then click Find.
• Find the inactive account, and edit it by double clicking it.
• There will be an "Is Active" checkbox. Tick it, and save the account.
• The account is now active again.
  

Omni FAQs Support

Back to FAQs

• Getting Started
  • 1. Where can I get help getting started with Omni Accounts?
  • 2. How can I add my logo and banking details to my invoices?
• Correcting Transactions
  • 1. How do I correct a processed transaction?
  • 2. Why can't I edit or delete a processed transaction?
  • 3. Why can't I edit my unprocessed banking transaction?
  • 4. Can't I just delete all my transactions and start over?
• Deleting Accounts
  • 1. How do I delete accounts?
  • 2. Why can I only deactivate an account, and not delete it?
  • 3. How do I reactivate a deactivated account?
• Remote Desktop / Terminal Services
  • 1. What is remote desktop?
  • 2. Why is it useful?
  • 3. What is the difference between Remote Desktop and Terminal Services?
  • 4. Does the client I am logging in from also need to be a windows PC?
• VAT Rate Change
  • 1. VAT rate has changed
  • 2. Up date VAT rate in batches
• Year End
  • 1. When do I need to process a Year End?
  • 2. Once I have done a Year End, will I still be able to post to the previous financial year?
  • 3. What does processing a year end do?
  • 4. How to Process a Year End
  • 5. How do I go about entering adjustments given to me by my accountant?
  • 6. I can't copy my Company
  • 7. I need to process for the next Financial year, but the menu options are all greyed out.
  • 8. How do I print a Balance Sheet?
  • 9. Do I need to pay anything to be able to work in the new financial year?
  • 10. I cannot process the year end due to the nominal ledger being out of balance.
  • 11. I cannot process the year end due to the system thinking users are logged in
  • 12. How do I reverse a Year End?