Managing Client Status in ExpressGST: Active and Inactive States
The option to permanently delete a company is not available in the ExpressGST software. However, you can change a client's status from Active to Inactive when needed. Once a client is marked as Inactive, their profile will no longer be involved in any GST-related transactions or operations. This is an alternative to deletion when a particular client company is no longer required for GST transactions.
Process to Make a company Inactive in ExpressGST:
The Inactive state signifies that a client's profile is no longer actively involved in GST transactions or operations. An inactive client will not appear in the active client list but can be accessed if needed.
Step 1: Access the portal using your username and password. This will open the Client Master page, displaying all active clients.
Step 2: To make a client inactive, click the Edit button next to the desired client. This opens the client's profile.
Step 3: In the profile, toggle the Active button to change the status to Inactive.
Step 4: Click Save to confirm the status change.
The client is now inactive and will no longer appear in the active client list. Instead, you can search for them under the All tab.
Process to Active a company in ExpressGST:
In ExpressGST, the Active status in the Company Master indicates that a client's profile is currently active and available for GST transactions.
Step 1: Access the portal using your username and password. Navigate to the Client Master page, then click the All tab to view both active and inactive companies.
Step 2: To find an inactive client, enter the GSTIN number in the search box and press Enter.
Step 3: In the search results, click the Edit button for the client you want to reactivate. This will open the client profile.
Step 4: Toggle the Inactive button to switch the client’s status to Active.
Step 5: Click Save to confirm the status change. The client will now appear in the active client list and be available for GST transactions.
By following these steps, you can successfully update a client company profile's status between active and inactive based on your business requirements. This functionality allows flexible management of client profiles without permanently deleting them.