Delete a financial statement

User permission: Manage Custom Statements

You can delete the Profit and Loss, Cash Flow and Balance Sheet statements that you created. You cannot delete the original statements (created with your database) nor the Trial Balance.

When you delete a financial statement, any favorites, subscriptions and widgets using that statement will no longer work, and the account mapping is removed.

1. In the Statements window, select the statement you want to delete by clicking the number to the left of its name, then click Delete.

2. Click Yes in the warning message that displays.

3. Click Close > Yes to rebuild the database.