Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Custom Formats

Delete a custom format

Follow these steps to delete a custom format.
  1. Select
    Setup
    , then
    Custom Formats
    .
  2. Right-click the format name in the list of custom formats.
  3. Select
    Delete
    .
  4. Select
    Yes
     to confirm.
note
You can't delete:
  • An invoice or statement format that has been assigned as the default for new clients on the
    Setup
    ,
    Firm
    ,
    Billing & A/R
     tab.
  • An invoice or statement format that has been assigned as the default for a client in
    Setup
    ,
    Clients
    ,
    Billing & A/R
     tab.
  • An invoice format that was used for a saved invoice.
  • A standard report, letter, or label format. Standard formats are those that were preloaded in your database when you first began using Practice CS.
You can hide a custom report format by removing it from security groups.
  1. Select
    Setup
    , then
    Security Groups
    .
  2. Select the security group.
  3. Select
    Edit
    .
  4. Expand the security tree to
    Practice CS
    ,
    Menu
    ,
    File Menu
    ,
    Print Reports
    , then
    [report group in which the custom report format resides]
    .
  5. Clear the custom report format selection by unmarking the checkmark next to the format name.
  6. Select
    Enter
     to save the changes.
  7. Repeat steps 2 through 6 for each security group assigned to staff you don't want to have access to the custom report format.

This article applies to:

  • PRODUCT: Practice CS