Delete a custom format
Follow these steps to delete a custom format.
- SelectSetup, thenCustom Formats.
- Right-click the format name in the list of custom formats.
- SelectDelete.
- SelectYesto confirm.
note
You can't delete:
- An invoice or statement format that has been assigned as the default for new clients on theSetup,Firm,Billing & A/Rtab.
- An invoice or statement format that has been assigned as the default for a client inSetup,Clients,Billing & A/Rtab.
- 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.
- SelectSetup, thenSecurity Groups.
- Select the security group.
- SelectEdit.
- Expand the security tree toPractice CS,Menu,File Menu,Print Reports, then[report group in which the custom report format resides].
- Clear the custom report format selection by unmarking the checkmark next to the format name.
- SelectEnterto save the changes.
- Repeat steps 2 through 6 for each security group assigned to staff you don't want to have access to the custom report format.
