Remove client/supplier Accountants Enterprise with Practice Manager only
Clients /Suppliers can be deleted using the Maintenance > Client > Client/Supplier > Remove Client/Supplier page. UI Text Box |
---|
| Identifying clients/suppliers to delete may take a long time. |
UI Expand |
---|
expanded | true |
---|
title | To remove one or more clients/suppliers |
---|
| Select Maintenance
| > Client > Client/Supplier > Remove Client/Supplier on the main menu or Maintenance
| > Maintenance > Client > Client/Supplier > Remove Client/Supplier.
|
A List Client/Suppliers message is displayed requesting confirmation to continue as it may take a long time. Click Yes to continue.
|
The Remove Client/Supplier page opens displaying a table listing your existing clients/suppliers that have no jobs or assignments associated with them. Click the checkbox beside the clients and/or suppliers who are to be deleted. Click Delete on the Tasks bar.
|
A Success message is displayed confirming the deletion. Click OK.
|
Account status Client tax rates Alias type Dispute types Payment type Tax rates |