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Deactivating Exited/Paid Off Companies

How to stop data collection for companies that are no longer in your portfolio or no longer need reporting

Quick Steps - Deactivating Reporting

  1. Navigate to the entity you are deactivating.

  2. Click "Company Settings" (may appear as "Reporter" or "Borrower Settings") in the navigation side-bar.

  3. Click "Manage Company," then click "Deactivate."

    *Please be sure to not delete the entity. Deactivating ensures the company will no longer receive reporting tasks, but their data will still be stored in Lumonic

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