Deletions
The Deletions menu can be found under System Tasks > Deletions.
Before you can delete a lease, a tenant, a supplier, a bank, a building, or to purge A/P Standard Invoices, take a backup of your data. You should also print any historical reports such as the outstanding invoices historical or the Tenant Aged Trial balance Historical that may have entries for these suppliers or tenants since the report totals can be affected by the deletion if those tenants or suppliers appear on the report
CONDITIONS REQUIRED TO:
Move out date must be entered on the lease to delete.
No outstanding receivables amount on this lease.
All transactions must be applied in full.
All security deposits must be refunded, but check does not have to be issued.
Move out date must be entered on the tenant lease tab.
No outstanding receivable amount.
All transactions must be applied in full.
All security deposits must be refunded and check(s) issued.
Any other invoices payable to the tenant must be paid.
No outstanding invoices payable.
No standard invoices setup for this supplier.
Check must be reconciled in the Bank Reconciliation
No building can show this bank as the default bank for receipts, disbursements, or security deposits.
Post or delete all batches of Regular or Rapid Entry Receipts. Take a backup before proceeding. If a deleted building was using trust accounting, only the building’s entries will be deleted. The related entries on the trust department will not be deleted, so the trust department may require additional entries.
You may use this feature to completely delete those standard invoices that you no longer require. From Supplier – Invoices – Add or Change Standard Invoices – Edit any invoices to be purged by changing the Invoice Status to be "Delete". Then run this Purge program to delete them from the system.