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Delete GL Segment

Steps to Delete a GL Segment

  1. Open Settings Manager
    From the top of your ExpensePoint screen, click the Settings Manager module.
    Settings Manager module at the top of the ExpensePoint screen
    Note: Deleting a segment is not a routine action. ExpensePoint cannot restore a deleted GL segment. Most deletions occur within the segment in the code area.
  2. Select GL Segments
    In the left-side navigation menu, select GL Segments.
    GL Segments navigation menu
  3. Select the Segment
    From the GL Segment List, select the segment you want to delete.
    GL Segments list
  4. Select Delete GL Segment
    In the Settings Manager, click on Delete GL Segment from the GL Segments menu on the left side of the screen.
    Delete GL Segment menu option in the GL Segments navigation menu
  5. Confirm Deletion
    A confirmation window will appear asking you to confirm the deletion.
    Confirmation window asking you to confirm the deletion
    1. Type the word "DELETE" to confirm.
    2. Click OK to proceed with deletion.
    3. Click No to cancel the deletion.
  6. Result
    Once confirmed, the GL Segment will be permanently removed from the GL Segment list in your workspace.

 

Watch the video below for a visual guide of the Delete GL Segment option.