Delete a dossier item

You can delete a dossier item if you are authorised to do so.

To delete a dossier item:

  1. Go to:
    • Financial / Debtor / Debtor
    • Financial / Creditor / Creditor
    • HR / Employee / Employee
  2. Open the properties of the debtor, creditor or employee.
  3. Go to the tab: Dossier.
  4. Select the dossier item.
  5. Click on the action: Delete.
  6. Click on: OK.

Directly to

  1. Dossier
  2. Configuration
  3. Dossier in InSite
  4. Record a dossier item
  5. Record dossier items using the Profit Communication Center
  6. View a dossier item
  7. Central dossier view
  8. Change a dossier item
  9. Collectively change
  10. Collectively delete dossier items
  11. Collectively delete dossier items including a workflow
  12. Import dossier items