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Deleting a Cashflow Document

Delete cashflow documents that are no longer used or relevant to your workspace. A cashflow document can be deleted while in any state. Your security role must have permission to delete cashflow documents. For more information, see "About Security Permissions".

You can delete a cashflow document from either of the following places:

• From the register: Use this method to quickly delete several cashflow documents at once.
• From the document: Use this method when you need to verify the cashflow document before deleting it.

To delete a cashflow document

1. Open the Cashflow register.
2. Select the check box next to the cashflow documents to delete, then click Delete.

—or—

Select the cashflow document to delete, then click Delete .

Proliance prompts you to confirm the deletion.

3. Click Yes to confirm.

Proliance removes the cashflow document.