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.
note
If a client record is deleted in error, the only recovery option is to restore the entire firm database, which could result in data loss and down time.
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.
note
To avoid accidental data loss, the client deletion option is available only to staff who have explicit privileges to do so. If
Delete
in the Clients
screen isn't enabled, you don’t have the user rights to do so. You can't delete a client record under any of the following circumstances:
- The client is the Firm client.
- The client has any open, funded impound transactions.notePrior to v.2021.2.0, you were not able to delete clients that had impound transactions. With v.2021.2.0 (and later), you can delete clients with impound transactions as long as there are no open funded transactions. You'll need to print, finalize, or delete any open funded transactions before you can delete the client.
- The client is the "bill to" client for another client.noteYou can delete a "bill to" client if you first unmark theBill to other clientcheckbox from the other client (on theBillingtab of theSetup,Clientsscreen). If the "bill to" client has any pending (unprinted) fees for another client, the fees will be moved to the original client during the deletion process.
To delete a client record, follow these steps.
- SelectSetup, thenClients.
- In theClientsscreen, select the client you want to delete.
- SelectDelete.
- In theDelete Client Confirmationwindow, enter the client ID of the client you want to delete, then selectDelete. TheClient Delete in Processwindow displays until the delete process is complete.
