Removing an account hierarchy

Overview

BudgetLink has the ability to have multiple account hierarchies that changes the layout of your chart of accounts on reports. You can permanently remove an account hierarchy from BudgetLink if it is no longer needed.

Removing an account hierarchy

Manage Account Hierarchies dialogue.

To remove an account hierarchy, follow these steps. If using security, you must be logged in as the administrator before being allowed to remove account hierarchies.

1. From the main Menu in BudgetLink, click on 30. Settings;
2. Click on Accounts item in the menu;
3. Click on the Manage Account Hierarchies button;
4. Log in as the Administrator if prompted;
5. Select the account hierarchy to remove and click on the Remove Account Hierarchy button on the Manage Account Hierarchies dialogue;
6. Click on Yes to confirm removal;
7. Click Close on the Manage Account Hierarchies dialogue.

Related Topics

• Account Hierarchies
• Accounts