general ledger

Quickly delete unneeded reporting periods

On the Reporting period list, we replaced the individual Delete links with checkboxes and added a Delete button at the top of the list. Save time by selecting multiple reporting periods and deleting all of them at once.

Reporting period page with the Delete checkbox selected for two reporting periods.

You cannot delete a reporting period if transactions have been posted for the period or if budget data exists for the period.

How it works

  1. Go to General LedgerSetupReporting periods.

  2. In the Delete column, select the checkbox for one or more reporting periods.

    Use the filters to identify the periods that need to be deleted.

  3. Select the Delete button above the grid.

Permissions and other requirements

Subscription

General Ledger

Regional availability

All regions

User type

Business

Permissions

Reporting periods: List, View, Edit, Delete