George4Tacks
Level 15

You can suppress Organizer in Screen 3 - Organizer Miscellaneous

I do not know of any way of automatically suppressing proforma. I would use a distinctive client numbering for testing - such as TESTXXXX or PROJXXXX as the client number so that they would be easy to sort out when you finally do the proforma. I would hold off as long as possible on doing the proforma to allow updates to fix the inevitable OOPS!


Here's wishing you many Happy Returns
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