Delete Source Ranges

In Ledger Item Editor's My Transfers view, you can delete one or more source ranges for a Transfer Category/Target Account/Offset Account grouping within a ledger transfer profile.   

To delete a source range: 

  1. In Ledger Item Editor's My Transfers view, review the ledger transfer profile that you are editing. 
    The left grid shows the transfer category for the target account to which you are transferring the ledger balances, along with the offset account. The right grid shows the source accounts to close out at year end for the selected transfer category/target account row. 

  2. In the left grid, click the row of the Transfer Category/Target Account/Offset Account entry with a source range that you want to delete.
    You see the related source accounts in the right grid.

  3. In the right grid, click the row of the source range you want to delete. 
    You can select more than one row for deletion.

  4. On the Ledger Item Editor tab, in the Source Range group, click Delete Source Range. 
    You see a Confirmation box that confirms whether you want to delete transfer items. 

  5. Click Yes. 
    The right grid no longer shows the source range, that is, the Start Account/End Account row that you deleted.

  6. Continue to edit the ledger transfer profile.

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