Hide or Remove Zero Balance Member Accounts from Reports

Problem:

You are generating Member Statements or other reports, and old member accounts with a zero balance are still appearing. There isn’t a built‑in report option to “hide” zero accounts; instead, the system requires these accounts to be made inactive so they no longer appear in reports.

Solution: Add an End Date to the Member Account

In Simple Fund 360, a member account will continue to appear in reports while it is considered active. To remove a zero‑balance account from reports:

From the Main Toolbar, go to Member.
Select Member Dashboard from the list.

1. Select Members
2. Edit the relevant member’s Account that has a zero balance.
3. Within the account details, enter a date in the End Date field.
4. Click Save.

Notes

• Ensure the balance is zero before setting an End Date. If it isn’t, post any necessary internal transfer or allocation entries so the member’s balance is nil before adding the End Date.