Deleting Ledgers

Step 1: Load Ledgers

• Ensure the ledgers are loaded into the interface.
• Look for the message “Ledgers Loading Process completed.! Loading Ledgers.!” in the status area to confirm the ledgers are ready for selection.

Step 2: Select Ledgers to Delete

Individual Selection:

• In the “Select” column, check the boxes next to the ledger(s) you want to delete.
  • Example: Click the checkbox next to “Service Charge” or others as needed.

Select All/None:

• If you want to delete all the ledgers, check the “Select All / None” box at the top of the list to select all ledgers in one click.

Verify Your Selection:

• Look at the bottom of the list for the “Selected X of Y” text (e.g., Selected 1 of 53) to confirm how many ledgers have been selected.

Step 3: Review Main and Sub Process Fields (Optional)

Main Process/Sub Process:

• If your system requires categorization, you may input relevant details in these fields before deletion.
• If not applicable, leave these fields blank.

Step 4: Delete Selected Ledgers

• Once you’ve selected the ledger(s) to delete, click the “Delete Selected Ledger” button at the top.
• Confirm the deletion action if a pop-up confirmation dialog appears (this depends on system configuration).

Step 5: Monitor Status

• After clicking the “Delete Selected Ledger” button:
  • Look at the status box under “Sub Process” to track the progress or completion of the deletion process.
  • Ensure the message confirms the successful deletion or highlights any issues/errors.