How_do_I_delete_a_category_

How do I delete a category?


Follow these instructions to delete a category from Connect. 

Important! If the category has been used to create receipts, you will not be able to delete it. You can change the category settings to stop users from using it to create new receipts, see the help topic titled How do I allow new receipts? (Categories).

 

Do this...

1. Open Connect Cash Receipting > Organization > Category.

2. Use the Lookup bar to enter a category code. Press Enter.

3. Use the information that displays on the screen to verify this is the category that you want to delete.

4. Click Delete  (CTRL+D).

The category is deleted. 

 

 

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