Delete a supplier

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You should only delete a customer if you do not want to retain their associated invoices. If you no longer deal with the customer, but want to retain their financial data, archive them instead.

  1. Go to Purchases > Suppliers.

  2. Select any supplier(s) you want to delete from the list using the checkbox.

  3. Select Delete.

     

  4. IRIS KashFlow will check each selected supplier is eligible for deletion. You will be unable to delete a selected supplier if:

    • They have transactions already submitted on a VAT return.

    • If a transaction lock has been activated in advanced settings.

    one or more of the selected supplier cannot be deleted as they may have transactions which were included in a previously submitted VAT return alternatively this could be due to a bank or transaction lock which has been enabled click ok to delete the suppliers available for deletion

    Select OK to proceed with the eligible remaining suppliers.

  5. A summary of eligible to delete suppliers is displayed. Select Delete.

Deleting suppliers also deletes any associated purchase invoice. If you want to retain this data select Archive supplier instead.

  1. Select to Acknowledge and confirm, then select Delete.

  2. The suppliers are removed from the system.

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