Remove Finance Account Ranges

Use the Revenue Forecast Methods submodule to remove finance account ranges for a selected profit forecast method.

To use the Revenue Forecast Methods submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To remove a finance account range:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the profit forecast method from which you want to remove a finance account range.
  3. In the left pane of the Settings screen, click Finance > Revenue Forecast Methods.
  4. Highlight the profit forecast method that you want to remove a finance account range from and in the bottom grid, click the Finance Account Range tab.
  5. Highlight the finance account range that you want to remove and click Remove .
  6. In the confirmation dialog box, click Yes.