PSA L&P - Projects: How to delete projects

How to delete projects

You can only delete a project in ParishSOFT Accounting if it has no activity associated with it.  If the project has been used in years past, you will not be able to delete it and should consider marking it as Inactive.

To delete a project:

  1. Go to Setup.
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  2. Click on Projects.
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  3. Look up the project you wish to delete (Option A or B will help you to locate it).2019-06-27_15-02-44.jpg
  4. Hit the Delete button 2019-06-27_14-35-00.jpg(if the button does not appear then it means there is activity on the project. To delete it you will need to remove the project from transactions it is tied to in order to delete it).

 

 


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