STEP 1

From the Main Navigation select Companies & People.

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STEP 2

You’ll be taken to the Companies list view where you’ll see a list of all the Companies. Scroll down and locate the Company that you wish to Delete and click on the Company Name or the Arrow Icon at the far left that appears when you hover over the Company.

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STEP 3

You’ll be taken to the Company overview page. Open the Company details Sidebar by clicking on the Pencil Icon next to the Company name.

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STEP 4

This will open the sidebar showing the Company Details. Click on the Delete Company button at the bottom right of the Sidebar to Delete this Company.

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STEP 5

You’ll be taken to another page where you will need to select another Company where all the things associated to this Company need to be moved. This page will appear even if there is nothing associated to this Company. Things such as Invoices , Expenses, etc, need to be associated to something, hence why this process is needed.

You’ll need to enter your password to confirm this action.

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