Delete or edit an enterprise

How do I delete or edit an enterprise in Cashbook Platinum?

Note: This can only be performed if the Enterprise has no transactions entred for the current and previous financial years. 

Step 1

Click on the Setup > Enterprises > Names menu option. 

Step 2

If you want to delete an enterprise, simply highlight the enterprise by clicking once on it, then click on the Delete button.

If you want to change the details for an enterprise, simply highlight the enterprise by clicking once on it, then click on the Edit button, or just double-click on the required enterprise.

As a more complicated example, if you had created a new company from a template containing default enterprises, you may have ended up with an enterprise list something like this:

1. If you wanted to just have one cattle enterprise and not divide it into breeding, stud and trading, you need to edit one of the cattle enterprises and modify it to reflect just cattle.

Click on the OK button.

2. Then, delete the remaining Cattle Enterprises.
Click on the Close button.

3. All cattle related items in the chart of accounts would have been assigned a default Enterprise code when the company was created.

Those accounts linked to the Enterprise you edited will automtically have changed to CATTLE. You will have to add CATTLE to the remaining cattle accounts that no longer have a default Enterprise code.

Click on the Setup > Chart of Accounts menu option.

Cattle accounts only appear in the Income and Expenses section of the Chart of Accounts.

4. Click on the Income tab.

Scroll across until you get to the last column in the table, Default Ent. This column tells you which accounts have default enterprises and what the enterprises are.

5. Highlight the account that is missing the CATTLE enterprise by clicking on it. eg. Bull Sales 040A

Click on the Edit button.

From the drop down menu select CATTLE as the default enterprise.

6. Repeat this process with each Cattle account missing the CATTLE enterprise in both the Income and Expenses section of the Chart of Accounts.