I inadvertently ticked an Accumulation Account as final even though it still has a small balance. Now the Account does not show for the Member, only the Pension Accounts show. Is it possible to reverse this unintended error?
Thank you for your post on our BGL Community.
From the Member List (Member >> Member List) screen, there should be a toggle in the top right-hand corner - Please click on “All Member Accounts” and the Accumulation Account should then appear in the listing.
Once located, click into the relevant Member Account >> Remove the details in the End Date field >> Save at the bottom.
Hope this helps!
That has solved my problem.
Thank you so much Damien I greatly appreciate your advice and assistance.