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Excluding accounts from the Grand total

Posted: Tue Sep 15, 2015 12:28 pm
by advocas
I have an account that I don't want to be included in the grand total on the home page, I found that changing the account status to closed stops the account being include in the grand total, is this likely to cause any issues? or is there another way to do this?

Re: Excluding accounts from the Grand total

Posted: Wed Sep 16, 2015 5:21 am
by Nikolay
Try to change account type to 'Term'

Re: Excluding accounts from the Grand total

Posted: Fri Nov 06, 2015 4:16 pm
by advocas
I couldn't change the account to Term as the value is greyed out, so I tried with a test account and it was still included in the Grand Total