How Do I Delete A Heading?

• Click Settings

 

 

 

• Click Headings

 

•  Select the type of heading to be deleted; Income, Expenses, or Balance Sheet.

 

 

 

• Click Delete from the Actions against the user created heading to remove

 

 

• Click OK on the displayed warning, otherwise click Cancel

 

• Click OK to remove the confirm message

 

  

Notes: Delete will only be active for created headings that have no transactions

It is not possible to delete system headings however they can be archived

See here for more detail on the archive function

• Related Articles

• Guidance on Heading Use for IFA’s

  Income - Section K Adviser Fees Only transactions that use headings in the Investment category and the Life & Pension category are reported in Section K Each of these 2 categories has 4 headings; Lump Sum Fee, Initial Fee, One Off Fee and Ongoing Fee ...

• How Do I Add A New Expenses Heading?

  Click Settings Click Headings Select the Expenses radio button Click Add Enter the new heading name in the box and click Save. Note: Use + to quick add a heading on Create supplier invoice and Record expenses

• How Do I Add A New Income Heading?

  Click Settings Click Headings Select Income Click Add Heading Enter a heading in the Name box Click Save Notes: A quick add heading is available in Record income and Create invoice, initially Headings added this way appear at the bottom of the list

• How Do I Add a Section K Income Heading?

  Click Income Click Record Income Click the + icon on the heading line Select either Investment or the Life & Pension category. Only headings in these 2 categories are included in Section K. Type the Name of the heading you wish to add in the box - ...

• How Do I Edit The Name Of A Heading?

  Click Settings Click Headings Select the heading type to be amended; Income, Expenses, or Balance Sheet. Click Edit against the user created heading to be amended. System headings cannot be changed. Edit the contents of the Name box Click Save ...