Delete Names

You cannot delete a name that has been used in an entry (i.e an invoice or transaction). You can modify or merge names to first remove any links to an entry and then you can delete the unwanted names. 

  1. Click on Setup & Tools in the main menu.
  2. Click on Cashbook Setup.
  3. Click on Names.
  4. Find the name you wish to remove in the list.
  5. Click on it & click the red X. If you have correctly merged the name, it will be deleted without a warning as it contains no data.


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