Deleting Posted Documents

You can delete posted documents in TRASER DMS 365 once you have set up the function in the General Ledger Setup menu. This function allows you to remove wrongly posted documents from the posted documents overview.

Once the function is activated, the following posted documents can be deleted:

The contents of this chapter are divided into the following sections:

• Setting up Function for Deletion of Posted Documents
• Deleting Posted Documents

Setting up Function for Deletion of Posted Documents

This section describes how to set up the functionality for deleting posted documents.
Please proceed as follows:

• Use the quick search (ALT+Q) to find the page General Ledger Setup.
• On the General Ledger Setup page, activate the Delete Posted Documents toggle switch in the General FastTab.

You have successfully activated the Delete Posted Documents function. You will now be able to delete posted documents.

Deleting Posted Documents

This section describes how to delete posted documents. In this section, the process of deleting a posted document is described using a posted purchase credit memo as an example. In Deleting Posted Documents, you will find an overview of documents where the process of deleting documents is similar to the one explained here. Proceed as follows to delete a posted document:

• Use the quick search (ALT+Q) to find the page Posted Sales Credit Memos.
• Select the document you want to delete so that it is highlighted.
• Select Manage > Delete from the menu bar.
• A dialog window is displayed asking whether you would like to delete the document.
• To delete the document, click Yes

The document is deleted.