Deleting records

Do not delete jobs, vendors, or other records referenced in ledger transactions in the current fiscal year. Deleting such records can cause problems with the audit trail. It is best to wait until you are closing the books at the fiscal year-end to delete such records.

Deleting a record permanently removes the record from the database. You cannot recover a record after deletion.

To delete a record:

  1. Using the data control, select the record.
  2. On the Edit menu, click Delete.