Delete a Finance Report Group

Use the Finance Account Group submodule to delete a finance report group.

To use the Finance Account Groups submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To delete a finance report group:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the finance report group that you want to delete.
  3. In the left navigation pane of the Settings screen, click Folders, Reports & Documents > Finance Account Groups.
  4. In the grid, highlight the finance report group that you want to delete and click Delete Finance Account Group on the grid toolbar.
  5. When prompted for confirmation, click Yes.