Delete Accounting Years

Use Accounting Periods in the Company Settings submodule in the Settings module to delete accounting years.

To use Accounting Periods in the Company Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To delete an accounting year:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company from which you want to delete an accounting year.
  3. In the left pane of the Settings page, click Company Settings > Accounting Periods.
  4. Highlight the accounting year that you want to delete and on the grid toolbar, click Delete Accounting Year .
  5. In the confirmation dialog box, click OK.