Closing Master or Feeder Accounts

When a master account is closed, the software automatically closes all associated feeder accounts as well. If you don't want to close all the feeder accounts, you must first remove their relationship to the master account before closing the master account.

Option A: Close a Master Account and ALL Feeder Accounts 1.  Navigate to the master account.

2. Locate the "Closed" field and enter a date.

3. A prompt will appear asking if you wish to close the account (and all feeders). Click "YES" to proceed with closing all accounts.

Option B: Close a Master Account but RETAIN Specific Feeder Accounts 1.  Do NOT enter a closed date on the master account yet.

2. Go to the individual feeder account(s) you wish to keep open.

3. Click on the "Recurring Charges" section.

4. Highlight the specific charge(s) related to the master/feeder relationship.

5. Click the "Change" button.

6. In the opened window, remove the master account number from the "Master Account" field.

7. Click "YES" when prompted to confirm you want to remove the relationship to the master account.

8. Repeat steps 2-7 for every feeder account you want to keep open.

9. Once you have removed the master account relationship from all desired feeder accounts, go back to the master account.

10. Locate the "Closed" field and enter a date to close the master account. The remaining feeders will now not be automatically closed.