Deleting a Category or Kind

DELETING A CATEGORY OR A KIND

Important: You cannot delete a category that has associated kinds until the kinds have been deleted.

You can delete a kind but doing so does not delete records that use that kind. Therefore, when you instruct JobBag to delete a kind you must select another kind to assign those records to (costs, traffic activities, invoice lines, etc). You may know the kind has not been used but JobBag insists that you select a kind for the records to be assigned to IN CASE records are found during its search/delete process.

The Rules for Deleting / Merging KINDS

Important: This procedure may take a long time and cannot be reversed!

Check the GL mapping for the two kinds involved, if not identical, unexpected results may occur in
balances and reports

Follow these steps to delete a category or kind:

1. Select Kinds through the JobBag window. 2. Select the category to be deleted or expand the category containing the kind to be deleted. 3. Click on the Delete icon.

4. A window will open prompting you for a kind to merge the old one into.

Search for the kind using the filter or expand the category to select the kind.

5 Select the green tick. 6. Procedure complete.