Remove Creditor Payment Proposals

Use Creditor Payment Proposal in the Finance submodule in the Settings module to remove creditor payment proposals.

To use Creditor Payment Proposal in the Finance submodule, you must have access to Settings as defined in User Access Rights under Settings.

To remove a creditor payment proposal:

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 remove a creditor payment proposal.
3. In the left pane of the Settings page, click Finance > Creditor Payment Proposal.
4. Click the Setup tab.
5. Highlight the creditor payment proposal that you want to remove, and on the grid toolbar, click Remove Creditor Payment Proposal from Company .
6. In the confirmation dialog box, click Yes.