Deleting Profiles

Service Administrators can delete one or more profiles from the Reconciliation List.

Note:

When deleting profiles that are associated with a Transaction Matching Format, all matched and unmatched Transaction Matching transactions associated with the profiles will be deleted as well. It is strongly recommended you take an environment backup prior to deleting the profiles.

To delete profiles:

1. From Applications, select Profiles to see a list of profiles.

2. To easily access the reconciliation you want, use the Search field. You can search across any of the attributes in the grid below, except for the Source and Subsystem balances, dates, and any icon-based columns. For example, you could search on the word "Accounts" to see all records that have Accounts in the name such as Accounts Payable or Accounts Receivable.

   You can also use the specific filtering capability to access particular lists of reconciliations by clicking the Filter icon next to the Search field and then set the filters you want.

3. Highlight the profiles you want to delete, and then from Actions, select Delete.
   
   
4. A warning message displays, and then click OK in response to the message Are you sure you want to delete the selected objects?
5. If you are deleting multiple profiles, a batch job will start to run and you can see the status of the processing that is running in the background.