Financials Module: Delete Obligations/Pledges
- You can remove Financial Obligations (also known as Pledges, depending on your state) set up in your Cut Time Account.
*Note: You will only be able to Delete Obligations/Pledges that are not assigned to people.
How to Delete Financial Obligations/Pledges
- Go to the Financials Module: Financial Obligations Page.
- Click the red "Delete" button next to the Obligation/Pledge you want to remove.
- Click the "OK" button in the popup window to confirm deletion. *NOTE: ONCE YOU CONFIRM, THIS OBLIGATION/PLEDGE IS PERMANENTLY DELETED.
Removing Members From an Obligation/Pledge in Order to Delete the Fee
- Click "Update" next to the Obligation/Pledge you need to remove Members from
- Click "People required to pay this obligation"
- Any Member who hasn't made Payments towards this Obligation/Pledge will have a $0.00 balance listed and a red "Remove" button. Click "Remove".
- *Note: If you are trying to remove Members that have logged Payments towards an Obligation/Pledge, you will need to remove all Payments related to this Obligation/Pledge in their Financial Ledger Details Page. Then you will need to remove that Obligation/Pledge from the Member's Ledger Details page in order to do so.
- (How to delete Obligations/Pledges on a Member's Ledger Details Page)