Activating, Deactivating, & Deleting Configurations

Once created, financial configurations can be activated, deactivated, or deleted depending on the needs of your firm.

For more information on creating financial configurations, see our mult-step process, starting with step one.

Activating a Configuration

Financial configurations can be activated once all of the steps on the configurations page have been completed and the progress bar has reached 100%. To do this, follow these steps:

  1. Click a configuration on the Financial Configurations page to view its progress.
  2. Click the Activate button in the top right corner.
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  3. Clicking Activate will open a modal confirming activation.
    • Activation will update all records assigned to the configuration, so it should be done outside of business hours.
  4. Click Activate again if you're ready to proceed.

Activated configurations are in a Read Only state, and cannot be changed unless they're deactivated. This is because any changes made will impact records in use.

Deactivating a Configuration

Should you wish to delete or make changes to your configuration, first you will want to deactivate it.

  1. Click Deactivate.
    • A confirmation modal will appear.
  2. Click Deactivate to proceed.
This should be done outside of business hours, as deactivating a configuration will disable Summary and Ledger on associated records.

Deleting a Configuration

If a configuration is no longer needed, it can be deleted from a deactivated state.

Once a configuration has been deleted it CANNOT be recovered from the recycling bin.
  1. Click Delete.
    • A confirmation modal will appear warning you the configuration will be permanently deleted.
  2. Click Delete if you wish to proceed.

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