How do I delete a client record?

To delete a client record from the system, including any projects created under the client, select “Administration” from the menu, then click on the “Clients/Projects” link in the “Lookup Lists” panel.

On the page shown, click on the “Delete” button in the table alongside the client you wish to remove. If the client has no project records associated with timesheets or expense records in the system, a dialog box will show asking you to confirm that you wish to remove the client.

To complete the deletion, click the “Delete Client” button in the pop-up box and the client and all associated project records will be deleted from the system.