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Using TurboCASH

 







DOCUMENT PROCESSING
DELETE DOCUMENTS
  
This option is used to delete the selected document types (Invoice, Credit Note, Purchases, Goods Returned, Quote and Order), which you have created for your creditors (suppliers) or debtors (customers) in the Input - Documents menu option. The creditors or supplier documents which may be deleted, are Orders, Purchases and Stock Returns) and the debtor or customer documents are Quotes, Invoices and Credit Notes.

You may delete documents, which have not yet been updated or posted to the Ledger. You may also delete documents, which have already been posted or updated to the ledger. Once a document has been deleted, the deleted documents you will no longer be able to reprint deleted documents in the Input - Documents - Print menu option. These deleted document numbers will also not be available to be selected on the Reports - Document Listing menu option.

To Delete Documents:
Click on the Edit - Delete - Documents menu option or press the and and and keys on your keyboard. The Delete Invoices screen will be displayed.

 

Title bar - It will change to reflect the name of the selected document type (Invoices, Credit Notes, Quotes, Purchase, Goods Returned documents and Orders). Close button - click to close or exit this screen. The document number for the selected document type. An arrow pointer will indicate the selected document, which is highlighted. Select a document type (Invoices, Credit Notes, Quotes, Purchase, Goods Returned documents and Orders). Select to display a list of the selected document type, which is updated to the ledger. Select a range of document numbers or a specific document. Click to permanently delete or remove a selected document or documents. Click to close or exit this screen. Vertical scroll bar - move up or down to view more entries on the list, if any. The date of the selected documents. Debtor Account numbers and names for Invoices, Credit Notes and Quotes will be displayed. For Purchases, Goods Returned documents and Orders Creditor Account numbers and names will be displayed. Horizontal scroll bar - move to the right or to the left to view more information, if any.
Select the Document Type. The same screen will change to reflect the descriptions for the selected document type. If you have any documents, which have not yet been posted or updated to the Ledger, for the selected document type, they will be listed.
Select the Posted field, if you wish to delete documents, which have been posted or updated to the Ledger. If you wish to delete documents, which is not yet posted or updated to the ledger, leave the Posted field blank.
Select a specific document or a range of documents from the list or in the From .To fields. You may delete a specific range of a document, or a selected document.
Click on the button. The following Information screen will be displayed:


Click on the button to delete the selected documents. The selected documents will be deleted and cannot be printed.

If you have deleted a document, which have not yet been updated or posted to the Ledger, the document cannot be selected for a debtor or a creditor on the Input - Documents menu option document entry screens. When you create a new document, TurboCASH will not use the deleted document number.

You may need to delete documents at the end of the financial year to free up some disk space.