Delete a Suspense Record

Suspense records can only be deleted if they are in Open status and are not attached to a policy. If the Delete button is not visible, then the suspense record cannot be deleted.

Steps to Delete a Suspense Record

  1. Open the Suspense record (can use Search Suspense method).

  2. Click the record in the search results window. The suspense record information will be displayed.
  3. Click Delete. If the Delete button is not available, then the record cannot be deleted.

  4. Click Yes when the confirmation window appears and asks for confirmation of the delete.

  5. Click the accounting tab. Two records are displayed. One is a debit and the other is a credit.