Delete Debtor Conversations

Use the Debtor Conversation tab under the Debtor List submodule to delete conversations with selected debtors.

To use Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights 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 WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company from which you want to delete debtor conversations.
3. In the left pane of the Finance & Administration page, click Debtors > Debtor List.
4. Click the List tab and highlight the debtor that has 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 immediately.