Changing the status of a staff member to inactive

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If a staff member leaves your company and/or no longer needs to access the application, you can use the following procedure to change their status to inactive, which removes their staff ID from all staff assignment drop-down lists in the application. Client staff who have created records cannot be deleted.

Note: Staff members whose status is changed to Inactive, and who previously had access to the Workpapers service, are no longer included in the number of seats (4 seats per bundle) that are available for the service.

See also: Staff setup overview

Use these steps to change the status for staff or client staff to inactive.

  1. Choose Setup > Firm Information > Staff or Setup > Firm Information > Client Staff and click the Main tab.

    Note: The Client Staff screen is available to firms that run Accounting CS in the Virtual Office CS or Software as a Service (SaaS) environment.

  2. Highlight the staff member in the Staff list and click the Edit button.
  3. Mark the Inactive checkbox in the Identification section.
  4. Click Enter to save the staff record.

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