Activate/Inactivate a Finance Company

In order to reduce the finance company list and narrow search results to only active finance companies, you can designate finance companies as Active or Inactive, and filter your search accordingly.

Note: Finance companies that have been inactivated will display as Inactive in the Detail title bar.

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Finance Companies.
3. In the list, select the finance company to activate or inactivate.
4. Click the Options button below the button bar.
5. Select Activate/Inactivate File.