Purchase Ledger - Deleting or Suspending a Purchase Ledger Account

Purchase Ledger - Deleting or Suspending a Purchase Ledger Account

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This article is part of the Purchase Ledger section.
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If you no longer want to use a contractor, you can delete or suspend their account to prevent any further jobs or invoices being raised.

Deleting a PL account

  1. Use the filters to search for the account.

  2. Highlight the account in the grid, and click the Delete/Restore button in the bottom action bar.



  3. A pop-up will ask for confirmation you want to delete the account. Click Yes to proceed.

  4. A second pop-up will confirm the account has been deleted. Click OK to dismiss.
Alert
A Purchase Ledger account can only be deleted if there is no balance on it waiting to be paid.
If you try to delete when there is an outstanding balance, the Delete/Restore button will be greyed out.


Restoring a Deleted PL account

  1. Use the filters to search for the account.
    1. To include deleted accounts in the search results, select All or Deleted in the Deleted dropdown at the bottom of the screen.

  2. Highlight the account in the grid, and click the Delete/Restore button in the bottom action bar.



  3. A pop-up will ask for confirmation you want to restore the account. Click Yes to proceed.

  4. A second pop-up will confirm the account has been restored. Click OK to dismiss.

Suspending a PL account 

If you do not want to delete a PL account but you do not want payments to be made to them, you can place the account onto Stopped status.

  1. Open the PL account to the main Purchase Account Information screen.

  2. In the Account Status dropdown, select Stopped.



  3. Click Save.

Payments for this contractor will now be flagged as Suspended on the PL Payments screen.

This will not prevent jobs or invoices from being raised against this contractor, but it will display a warning when you try to create them.



Idea
If you want to prevent jobs from being raised but you do not want to delete the account, you can untick the Contractor box on the Purchase Account Information screen to stop them being available for selection.

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