Deleting Ad-Hoc Enterprise Journals

Deleting Ad-Hoc journals is necessary when they are no longer needed or when correcting errors. However, this can only be done under specific conditions, such as when the journal's posting status is Not Posted and the period is not locked.

To delete an Ad-Hoc Enterprise Journal:

1. On the Home page, click Enterprise Journals.
2. Click the Journals tab on the left.
3. Select the Ad-Hoc Journal that you want to delete.

   Note:

   You can select one or multiple Ad-Hoc journals.

   Note:

   Ad-Hoc Journals can be deleted by the Preparer user as well as the Service Administrators. However, Ad-Hoc journals will not be deleted:

   • If the Posting Status is Post in Progress or Posted. The ad-hoc journals only with the Posting Status as Not Posted can be deleted.
   • When the selected journal is not an Ad-Hoc journal.
   • When the period associated with the Ad-Hoc journal is locked.
4. From the Actions Menu, click the Delete option to delete the Ad-Hoc journal/journals.
5. Click Yes for the delete confirmation message. You get a delete confirmation message "Delete was successful" on a successful delete. If, for example, you have selected multiple ad-hoc journals and only few of them got deleted, you get a message "Delete was not successful for the following items" with a list of items which were not deleted. This happens if you are not a Preparer or a Service Administrator, or journal is in Posted or Post in Progress status, or if it is a recurring journal.