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Access Ledger - Delete a custom policy in Access Ledger

Updated over 2 months ago

In a few steps, users can revert back to the original master policy if a customised policy is no longer required.

Delete a customised policy

  1. Log in to Access Ledger.

  2. Locate and select the required client entity.

  3. Click the File Settings menu and select Accounting Policies.

  4. Locate and select a custom policy.

  5. On the Policy page, click Delete Customised Version. This displays the message Are you sure you want to delete this Policy? This action cannot be undone.

  6. Click Yes, I understand the consequences to confirm the deletion, or click Cancel to cancel the deletion. Both actions will close the dialogue box.

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