Accounting Tab Deposits Tab highlight the deposit you want to delete in the Scheduled Items section Tasks Delete Selected Deposit
This task is used to delete a deposit scheduled item that is incorrect.
This task will only appear if the unbilled balance of the deposit scheduled item matches the total amount due. No part of the deposit can be billed (Open items) or paid (Balance On Hand.)
Household Detail Accounting Tab Deposits Tab highlight the deposit you want to delete in the Scheduled Items section Tasks Delete Selected Deposit
A Delete Deposit window will appear with the message Please click on 'Finished' to confirm deletion
Click Finished.
The deposit will no longer appear in the Scheduled Items section.
Q. Why does the task not appear in the Tasks list?
A. Part or all of the deposit has been billed and/or paid. If there has been a payment applied you will not be able to delete the deposit. If it has been billed but not yet paid the amount will appear in the Open Items section - you can use the Correct Billing for Selected Deposit task to adjust the amount to $0.00, which will also adjust the unbilled balance, then the task will appear.
