Delete a Finance Report Group

Use Finance Account Group in the Folders, Reports, & Documents submodule in the Settings module to delete a finance report group.

To use Finance Account Groups, you must have access to Settings as defined in User Access Rights under Settings.

To delete a finance report group:

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 that contains the finance report group that you want to delete.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Finance Account Groups.
4. In the grid, highlight the finance report group that you want to delete and click Delete Finance Account Group on the grid toolbar.
5. When prompted for confirmation, click Yes.