Deleting a Kind or a Category

DELETING A CATEGORY OR A KIND

Overview

Note: You cannot delete a category that has associated kinds until the kinds have been deleted.

You can delete a kind but doing so does not delete records that have used the kind. Therefore, when you instruct JobBag to delete a kind you must select another kind to assign those records to )costs, traffic, activities, invoice lines, etc) You may know the kind has not been used but JobBag insists that you select a kind for the records to be assigned IN CASE records are found during the search / delete process.

Important: This procedure may take a long time and cannot be reversed. Check the GL mapping for the two kinds involved, if not identical, unexpected results may occur in balances and reports.

Delete Process

Follow these steps to delete a category or kind:

Step 1 Click on JobBag and select 'Kinds“

Step 2 Select category to be deleted or expand the category containing the kind to be deleted

Step 3 Click on 'delete' icon

Step 4 A window will open prompting you for a kind to merge the old one into. Search for the kind using the filter or expand the category to select the kind