Deleting Finance Headers and Lines
You can delete a finance header and lines, if required. For example, you may have enrolled the wrong student on an event and created a finance header or line that you now need to delete.
Deleting Headers
Before you delete a finance header, you must check so see if any finance lines exist. If any do exist (with the status Not for transfer), you must delete them before you can delete a header.
You cannot delete a Transferred finance line.
Deleting Lines
You can delete a finance line up until you have transferred it to your finance system. You cannot delete a finance line after that.
If any do exist, you must delete them before you can delete a header or line.
Do not confuse deleting headers and lines with cancelling headers and lines. For example, you delete headers and lines if you have made a mistake but you cancel headers and lines if the event for which headers and lines exist does not run.
To delete a finance line:
1. Enter or query the appropriate finance header in the Finance Header window.
2. Choose the Finance Lines button.
3. Choose the line you want to delete and choose Delete Record from the Edit menu.
To delete a finance header:
1. Query a header in the Finance Header window.
2. Choose Delete Record from the Edit menu.
