Deleting a Profile

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ACH Universal > Working with Profiles > Deleting a Profile

Overview

 

At some point you may find that a profile for a customer, employee, or vendor is no longer needed.  If you never expect to use the profile in the future (or if it was created erroneously), it can be deleted.  It is recommended that you deactivate the profile instead of deleting so that it is retained in the system for future reference (audit trail, for example).

 

From the main menu, select Edit, then Add/Edit Profiles - Customers, Employees, and Vendors.

 

Report Creator Profiles

 

Select the profile you want to delete, then click the Report Creator - Delete selected button button  the toolbar.  Click Yes to confirm the deletion, No to cancel.

 

 

 


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