Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Set up your client

Delete a client record

Accounting CS lets you, under specific conditions, select a client for complete and permanent deletion. When you delete a client record, the application deletes all related client data from the database. Deleting a client record doesn't decrease the overall size of the database. Instead, it frees up the space previously occupied by that record, making it available for new data to be written into. Once the client record is deleted, the client ID, EIN, and name of that client are available for use for another client.
You may want to delete a client record under any of the following circumstances:
  • The client record was added in error.
  • A CSA client conversion was done with incorrect options selected or with an unexpected result.
  • The client record was added with critical errors making data correction impractical.
You can't delete a client record if the client is the Firm client.
To delete a client record, follow these steps.
  1. Select
    Setup
    , then
    Clients
    .
  2. In the
    Clients
     screen, select the client you want to delete.
  3. Select
    Delete
    .
  4. In the
    Delete Client Confirmation
     window, enter the client ID of the client you want to delete, then select
    Delete
    . The
    Client Delete in Process
     window displays until the delete process is complete.

This article applies to:

  • Product: Workpapers CS