Northfleet_FC
5 years agoExperienced User
Changing AccountRight Account Types
Hi All
Is there a way to change an account type FROM Credit Card to (for example) Other Liability?
Thanks muchly
Dale
Hi mpauly
All exports are text files, either tab delimited or CSV based on your choice. If not sure how to open these in excel, do an internet search, I'm sure you will find some posts that are easy to follow.
An export includes all records, there is a column for Inactive. Sort in excel to isolate what you need, for example sort all to find the Active ones only, then sort those to find where TPAR has been selected.
Regards
Gavin