Deleting a Format Profile

You can delete a format profile from a financial institution record if it doesn’t have any associated imports.

Tip:

You can inactivate a format profile, instead of deleting it. See Modifying Format Profiles.

To delete a format profile record:

  1. Go to Setup > Accounting > Financial Institution > List.

  2. Next to the financial institution record that contains the format profile you want to delete, click View.

  3. Click on the format profile you want to delete.

  4. Click Edit.

  5. Click Delete.

    A confirmation message appears.

  6. Click OK.

Related Topics

General Notices