Remove Finance Account Ranges

Use Revenue Forecast Methods in the Finance submodule in the Settings module to remove finance account ranges for a selected profit forecast method.

To use Revenue Forecast Methods in the Finance submodule, you must have access to Settings as defined in User Access Rights under Settings.

To remove a finance account range:

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 profit forecast method from which you want to remove a finance account range.
3. In the left pane of the Settings page, click Finance > Revenue Forecast Methods.
4. Highlight the profit forecast method from which you want to remove a finance account range, and in the bottom grid, click the Finance Account Range tab.
5. Highlight the finance account range that you want to remove and click Remove .
6. In the confirmation dialog box, click Yes.