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Why can’t I delete a Client?

If you get something similar to the following error message when trying to delete a Client:

This may be because your Clients are associated with one or more active or archived Recurring Profile, Project and/or Expense. These will need to be deleted first before you can delete the Client. You can follow these steps:

  1. In the red notification box that appears, there should be a link for every active or archived Recurring Profile, Expense and/or Project. Open each link in a new tab (CMD or CTRL + click on link)
  2. In each tab that’s opened, check the boxes off next to the Recurring Profile/Project/Expense
  3. Click the Delete button
  4. Ensure that you check the archived folders as well
  5. Return to the main page with the notification box. Check the box off next to your Client
  6. Click the Delete button and your Client will now be successfully deleted.