GL Accounts - Deleting a GL Account

Overview


GL Accounts from an accounting package for revenue, bank, taxes and discounts can be entered into DocketManager to track values. GL account values can be accessed through GL account breakdown and closeouts.

Deleting a GL Account

Step     Action

  1.       Select {Settings} and then select {GL Accounts} under Accounting. 

  2.       Select entries under GL Accounts to be deleted by checking boxes on 

            the left-hand side. All entries can be deleted by checking box to left of 

           {New} under GL Accounts. 

  3.      Select {Delete}. A window will pop-up to confirm selected items to be 

           deleted.

  4.      Select {OK} to delete selected items. A results window will pop-up to indicate 

           the selected GL Accounts have been deleted.