Chart of Accounts

Chart of Accounts Template - Delete

The Chart of Accounts Template screen gives you the ability to predefine multiple chart of accounts templates. This feature allows a company to easily adopt a suitable template during the creation of a new company profile. Consequently, the selected template will automatically generate the chart of accounts.

COA Template Listing Screen

Ribbon Select Chart of Accounts - COA Templates

  • The COA Templates Listing screen will be displayed.

Delete a COA Template

  • Click on the row selector in front of the COA Template that you would like to Delete.
  • Click on the Delete button.

  • A message box will come up asking; 'Are you sure you want to remove this COA Template?'
    • Select Yes to confirm deletion, else select No.

  • The record will be set to Inactive and removed from the listing.

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