Deleting a Period

When to delete a period

If a period is created in error or goes unused, the period can be deleted. Only periods that have had no batches created in them and are still open can be deleted. If the period is closed, you can no longer delete it. For more information about periods and batches, click here.

To delete a Period:

1. Open the Financial Management module.
2. Select the Periods/Batches Sheet Bar optionPeriods/Batches Sheet Bar option under the Billing heading on the left side of the screen. The Periods/Batches screenPeriods/Batches screen appears.

   

   

3. Before deleting a Period, make sure there are no batches created under that Period:
   • From the Periods section, select the Period to be closed.
   • Batches associated to that Period will be listed in the Batches section. If no Batches are listed have a date, proceed to step 4.
4. From the Periods/Batches screen, highlight the Period to be deleted.
5. Click the minus sign icon.
6. The system will ask you to confirm the deleting of the Period. Click Yes to delete the Period.

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