Delete accounting periods

You can delete an accounting period in error, or if you're certain it's no longer required.

All accounting data for the period will be deleted and this process cannot be reversed.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. On the Accounts productionwidget on the client dashboard, select Delete from the more options (three dots) icon.

   

4. When prompted, select Confirm delete.