Delete Debtor Conversations

Use the Debtor conversation tab under the Debtor list submodule to delete conversations with selected debtors.

To use the Debtor List submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To delete a debtor conversation:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company from which you want to delete debtor conversations.
  3. In the left pane of the Finance & Administration screen, click Debtors > Debtor list.
  4. Click the List tab and highlight the debtor with the conversation that you want to delete.
  5. Click the Debtor conversation tab.
  6. Click Show the conversation options and select Delete conversation.
    Note: There is no confirmation dialog box for this action. WorkBook deletes the debtor conversation at once.