FAQ

I made a mistake rolling over the ledger. How do I delete it?

It is possible to delete an existing ledger if you need to start over with a new ledger. The ledger can only be deleted if there are no associated transactions, encumbrances, or expenditures. Deleting a ledger is serious business, so please make sure you know what you're doing.

 

1. Go to Acquisitions > Advanced Tools > Rollover Ledgers.

 

2. Click Add Job.

 

3. Under "Action," select Delete.

 

4. Choose the ledger you want to delete and select the "Year" (fiscal period), then click Add and Close.

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Answered By:
Kristen Fredericksen
Last Updated:
2023-08-02
Views:
50

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