Special Settings - Problem Accounts (Families)


When necessary, it is possible to 'flag' a family / account as a Problem Account.

To flag a family as a problem account, set Problem Account = Yes on the Family Summary tab. Save Changes. Problem Account is now highlighted in red. If any notes are added to the Notes area of the Misc tab, the Misc tab will also be highlighted in red


To identify Problem Account families, go to Families (menu) > All Families and filter for Financial Details > Problems Accounts > Is Problem Account?