PSA L&P - Entity: How to delete an Entity

How to delete an Entity

The following article is relevant only to independent churches. If you are part of a Diocese or Archdiocese, you must contact them before making changes to your Chart of Accounts.

When you have an entity which is not associated with any current, archived, or deleted accounts, you will see a delete button in Ledger & Payables → Setup → Entities.


If the delete button is not there, it is either because your login does not have permissions to delete entity information or because the Entity is part of one or many existing Accounts; if it is not a permissions issue, you have three choices:

  1. Remove the entity from any account with which it is associated.
    • Find which accounts use the entity using one of the two following options:
      1. In Ledger & Payables → Accounts, use Quick Find to find all accounts which contain that entity
      2. Run a Listing from Reports → Accounts → List, selecting only that entity. Also, mark the Report Option: Include Inactive History Accounts.
    • if the account using the entity is archived, make it current
    • change the entity in the account to an entity code you are keeping
    • if the account was archived, archive it again
    • delete the entity
  2. Change either the entity Description and/or the Entity Code so they at least display later on listings or displays.
    • In Ledger & Payables → Setup → Entities use Quick Find to pull up the entity and add a Z in front of the description then submit.
      • That will keep the entity but it will list last on lists which are sorted by name.
    • Or, change the Entity Code (number) to a higher number and submit.
      • This will update all associated accounts to the higher number which will move this entity down the line for any entity lookup sorted by number.
  3. Leave it as it is keeping all historical data intact.

Related Articles

How to merge entities

How to add an Entity


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