Delete Files from Checklist Document Folders

Use the Checklist documents tab under the Monthly checklist submodule to delete files from selected folders for checklist documents.

To use the Monthly Checklist submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To delete a file from a checklist document folder:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the checklist document file that you want to delete.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly checklist.
4. Click the Monthly checklist tab and use the Period drop-down list to select the accounting period with the checklist document file that you want to delete.
5. Click the Checklist documents tab and highlight the folder with the file that you want to delete.
6. In the right pane, highlight the file that you want to delete and click Delete file .
   Alternatively, right click on the file that you want to delete and select Delete file.
7. In the confirmation dialog box, click Yes.