QUESTION:
How do I delete a category (account) from the Chart of Accounts?
INFORMATION:
Most districts opt that only district staff are able to create, change and delete a category (account).
PROCESS:
Two steps are required to delete a category (account).
From Main Menu > Chart of Accounts
Step One: Search on the Category Umbrella Name
Tip: Search on required Umbrella, will assist the user locating the required category (account).
1. Select Search tab
2. Choose required umbrella from the drop-down
3. Click Perform Search
- The List View tab will display a list of current categories associated with the selected Umbrella.
- This method will allow the user to see a list of current categories associated with the umbrella, as well as the category numbers that have already been assigned.
Step Two: Delete category (account) row
1. Click Row indicator to the left of the category (account) name
The selected row will be highlighted in blue.
2. Click Delete icon on the category toolbar
A message will display. It reads as follows:
Are you sure you want to delete the selected row?
Click OK button in the dialog box
HOWEVER, if selected category (account) is referenced in a transaction, it cannot be deleted.
A warning dialog box will display. It reads as follows:
The record is being referenced in one or more transactions and cannot be deleted.
Click OK button in the dialog box
To Refresh the screen after a search:
Click Find All button
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