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%. Click a configuration on the Financial Configurations page to view its progress > Click the Activate button in the top right corner.
Clicking Activate will open a modal confirming activation.
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, click Deactivate > A confirmation modal will appear > Click Deactivate to proceed.
Deleting a Configuration
If a configuration is no longer needed, it can be deleted from a deactivated state.
Click Delete > A confirmation modal will appear warning you the configuration will be permanently deleted > Click Delete if you wish to proceed.