Delete Company Transactions
You can delete all the transaction data like Sales Invoices, Sales Orders associated with a company and start afresh, while keeping the other master data like Customers, Items, BOMs intact.
Last updated
You can delete all the transaction data like Sales Invoices, Sales Orders associated with a company and start afresh, while keeping the other master data like Customers, Items, BOMs intact.
Last updated
Often, users setup all the master data and then create a few dummy records.
Then they want to delete the dummy records and the company and start over again.
This can be done in two ways:
This feature allows you to delete all the records associated with the specified company, except for the ones belonging to the DocTypes listed in the Excluded DocTypes table.
To access Transaction Deletion Tool, go to: Type 'Transaction Deletion Record List' in search bar.
Tread with caution while using this- records once deleted using this can never be recovered. But if you're certain you want to start over, follow these steps:
Go to Transaction Deletion Tool.
Click '+ Add Transaction Deletion Record'.
Enter the name of the Company whose records you wish to delete.
Save and Submit.
Go to Home > Accounting > Company and find your company.
On the top right, you'll find the Delete Transactions button under Manage.
Enter your password.
Enter the company name to confirm.
