Deleting Time and Disbursements (Beta)
Time and Disbursement entries can be deleted if they have the status of either Draft or Submitted. Time and Disbursements with a status of Invoiced cannot be deleted.
To delete Time and Disbursements:
- In FYI navigate to the Time tab in Clients, Jobs or Practice Activity workspaces. Refer to Displaying Time and Disbursement Entries (Beta).
- Click the Checkbox in the first column to select one or more Time and Disbursement entries.
- Click the Delete trashcan icon in the toolbar.
If one or more entries have been Invoiced, the Trash Can will be disabled.
- A confirmation message will be displayed to check if you want to delete the entries. Click Yes.
- The Time and Disbursement entries will be deleted, and the list will be refreshed.
Users can also delete time entries from Home - My Time. To delete a time entry, click the drop-down next to Submit or Update and select Delete.
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