Summary
Description
If you no longer use a customer or supplier record, you can delete it. If the record still has a balance or activity, you can hide it.
Resolution
Delete a customer or supplier record
- Open the relevant module.
- Select the records you want to delete.
- Click Delete then click Yes.
CAUTION: After deleting records, back up your data and compress the relevant module.
The reasons why you can't delete a record are in the section below, and how to resolve them. Alternatively, hide records that you can't delete.
Reasons you can't delete a record
Reason | What to check | Solution |
---|---|---|
There's a balance |
| Clear the balance either by allocating transactions together in the bank or by posting a payment, receipt or credit. Once there’s no outstanding balance, to remove the transactions you need to run Clear Audit Trail. |
There's transaction history |
| Clear associated transactions by running the Clear Audit Trail. This permanently removes all fully paid, allocated and reconciled transactions up to a specific date.
|
Associated with a project - Customer records only |
| Edit the project record and change the associated customer or if completed and appropriate, delete the project. |
Hide records that you can't delete
If you can't delete your records, or want to keep them for reference, you can hide records instead by flagging them as inactive.
Upgrading your licence
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