Lists > Deleting a record
You can delete a record that you no longer need. However, a record must meet certain criteria before it can be deleted. For example, most records cannot be deleted if they have been used in transactions.
|
1
|
|
2
|
Click the zoom arrow (
 ) next to the account you want to delete. The account details are displayed in the Edit Accounts window. |
|
3
|
|
▪
|
a card, foreign currency, tax code, payroll category, item or job that has not been used in a transaction. If transactions exist, you need to delete the transactions before you can delete the record.
|
|
▪
|
an activity slip that is billed on a purged or deleted time billing invoice
|
|
▪
|
|
1
|
Go to the Lists menu and choose the list to which the record belongs. For example, if you are deleting an item, choose Items; if you are deleting a card, choose Cards, and so on.
|
|
2
|
Locate the record you want to delete and click the zoom arrow (
 ) next to it. The record details appear in the Information window. |
|
3
|
Go to the Edit menu and choose Delete [...]. For example, if you want to delete a customer card, choose Delete Card.
|
