Review Points

Review List

3min

This review point gives you a list of Vendors, Customers, Accounts, Classes, Locations, etc., along with the Last entry date and Balance. This helps you decide which records have not been in use for a long time and may decide to deactivate them. This will help you have a clean and accurate list.

Simply select all that you would like to deactivate. Once selected, make them inactive from the Bulk Action panel.

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In the case of Xero, we only allow you to deactivate the Contacts.

Explainer Video