Financials Module: Delete Obligations/Pledges Assigned to Members
You can delete Obligations/Pledges after they have been assigned to Members in Cut Time.
How to Remove an Obligation/Pledge from a Member's Financial Details Page
- Go to the Financials Module: Ledger Page
- Click the "Details" button next to the Member's name you want to remove an Obligation/Pledge from
- If the Member hasn't made any Payments towards this Obligation/Pledge, click the "Delete" button
- Click the "OK" button in the popup box to confirm.
- If they HAVE made Payments towards this Obligation/Pledge, you will not see the Delete button. Payments logged towards this fee will need to be deleted in order to move forward.
- Scroll down to the Payments/Credits/Refunds section
- Find any Payments logged towards this particular Obligation/Pledge and click "Delete"
- Click the "Ok" button to confirm.
- *Note: This action will PERMANENTLY delete any records of Financial Payments logged for towards this Obligation.