Advanced Enterprise Technologies, Inc.
Table of Contents

Account Statuses

Account Statuses refer to the different states of an account. Different rules can be applied to the accounts based on their status in order to better manage data entry. Examples of statuses include 'Active' and 'Inactive' but Quadra allows you to create other statuses as needed.

For accounts that are no longer being used but need to remain in Quadra, creating an 'Inactive' status and applying it to these accounts is highly recommended to prevent accidental data input.

Access Account Statuses

Add Account Status

Edit Account Status

Remove Account Status

Access Account Statuses

  1. From Quadra, access Administration.
  2. On the left hand menu, go to Accounts.
  3. Click Account Statuses.


 

Add Account Status

  1. Open Account Statuses from Administration.
  2. On the main Account Status page, click Add Account Status.

  3. Fill out the Add Account Status form:
    • Type in a new Account Status.
    • Select an Account Category. When adding a new Account Status, you will be required to also select an Account Category in order to define accounts more specifically.
    • Select which rules are associated with the status.
  4. Click the Save icon.

 

Edit Account Status

  1. Open Account Statuses from Administration.
  2. Select an Account Status from the list and click the Edit icon. 

  3. Change the status, account group, or rules as needed. 
  4. Click the Save icon.

Remove Account Status

  1. Open Account Statuses from Administration.
  2. Select an Account Status from the list and click the Delete icon. 

  3. In the confirmation box asking if you are sure you want to delete this account status, click OK.