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 then find and open the required client.

    If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.

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

  3. When prompted, select Confirm delete.