Excluding accounts from the Grand total

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advocas
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Excluding accounts from the Grand total

Post 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?
Nikolay
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Re: Excluding accounts from the Grand total

Post by Nikolay »

Try to change account type to 'Term'
advocas
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Re: Excluding accounts from the Grand total

Post 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
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