Delete a Financial Postings Report Setup

Use Financial Postings Report in the Folders, Reports, & Documents submodule in the Settings module to delete a financial postings report setup.

To use Financial Postings Report, you must have access to Settings as defined in User Access Rights under Settings.

To delete a financial postings report setup:

  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 item that you want to delete.
  3. In the left pane of the Settings page, click Folders, Reports, & Documents > Financial Postings Report (264).
  4. Click the Overview tab.
  5. Highlight an item in the grid, and click Delete Selected Report Setup on the grid toolbar.
  6. When prompted for confirmation, click Yes.