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Deleting General Ledger Accounts

Autosoft -

You should not delete an account from your general ledger if the account has had a balance within the last 12 months. Deleting the account will cause your reports and financial statements to be incorrect. Instead, restrict the use of the account, and wait until next year to delete the account. If the account has had no balance for the past 12 months:

Step 1. Click the Accounting button on the FLEX DMS startup menu.

Step 2. From the Dealership Accounting main menu, click Setup.

Step 3. On the System Setup menu, click General Ledger.

Step 4. Click Enter G/L Account Information.

Step 5. Enter the account number in the Account field, and press ENTER.

You can also search for an existing account by clicking List. A list of the previously entered accounts is displayed. Click the account you want to select.

GL_Accounts.JPG

Step 6. Click Delete.

Step 7. Click OK when prompted to verify you want to delete the record. 

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