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This article applies to:

  • Product: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration
  • Subject: Clients,Export,Import

Make a client active or inactive

View a client's status to determine whether they are
Active
 or
Inactive
. By default, new clients have an
Active
 status. Client status is visible on the Clients list and in the
Client Profile
 window.
  1. Sign in to ONESOURCE, then select
    Administration
    .
  2. Select
    Company Info
    , then
    Clients
    .
  3. Select
    Edit
     next to the client you want to be
    Active
     in the client list. The
    Client Profile
     screen opens.
  4. Select the dropdown in the
    Status
     field and select
    Active
     or
    Inactive
     to reverse the status.
  5. Select
    Save
    .