Delete a Creditor from WorkBook

Use Creditor List under the Creditors submodule to delete creditors from WorkBook.

To use Creditor List, you must have access to Finance & Administration as defined in Employee Cross-Company Access under Settings.

To delete a creditor from WorkBook:

1. On the main toolbar, click Finance & Administration .
2. Use the drop-down list above the left pane of the Finance & Administration page to select the Company from which you want to delete a creditor.
3. In the left pane of the Finance & Administration page, click Creditors > Creditor List.
4. In the grid, select the creditor that you want to delete and click Remove Creditor on the grid toolbar.
   WorkBook deletes the selected creditor.

   Note: You cannot delete a creditor that has postings on it. In this case, you can block the creditor, instead.