Delete an existing Accounting Period

You must be in Maintenance Mode to delete an Accounting Period.

The system will ask if a backup has been made.  It is recommended to make a backup before deleting an accounting year.  Deleting an accounting year can only be 'undone' by restoring from backup.

It is suggested that accounting periods are not deleted, even if they are already closed.  As long as an accounting period is available, then information from those prior months or years may still be viewed, printed or edited - regardless of whether those periods are opened or closed.

An Accounting Year may be deleted only if it has been Closed or has had no activity that year does not contain the Prior or Current Accounting Period, or there is no Unbilled or Billed activity for the accounting period. Only the oldest Accounting Period can be removed when these conditions are met.

1. Select Setup and Manage > Accounting Periods.

2. Select the existing Accounting Year using any of the following methods: 

   • Double-click the icon or description for the year that must be deleted.
   • Use the arrow keys on the keyboard to move through the list and highlight the year that must be deleted.

3. Delete the selected code by using any of the following options:

   • Click the Delete icon.
   • Select Form > Delete from the menu.
   • Use the keystroke shortcut Alt + F, D.
4. Click Yes to proceed with deletion or click No to cancel.