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Accountants Enterprise only

In Practice Manager (AE PM) it is possible to delete an assignment if the assignment has had no WIP or debtor transactions entered against it.

Assignments can be deleted using the Assignment Details page.

Assignments cannot be deleted in bulk.

If there have been transactions entered against this client, you can only close the assignment and close the client.

To delete an assignment
  1. Find and open an assignment. See Finding and opening assignments.

  2. Click on the assignment name hyperlink to open it. The Main tab is displayed.

  3. Click Delete assignment on the Tasks bar. A Delete Assignment Confirm message is displayed.

  4. Click Yes. The assignment is deleted. Any schedules, stages and tasks associated with the assignment are also deleted.