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:
- 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)
- In each tab that’s opened, check the boxes off next to the Recurring Profile/Project/Expense
- Click the Delete button
- Ensure that you check the archived folders as well
- Return to the main page with the notification box. Check the box off next to your Client
- Click the Delete button and your Client will now be successfully deleted.