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How do I delete documents and receipts?

Steffi
  • Updated

Summary

Receipts uploaded for posting: To delete documents and receipts, navigate to "Company" and then to "Documents" in the menu for unposted receipts, or to the Journal for receipts that have already been posted.

Deleting receipts that have not yet been posted

  1. Click "Company" and "Settings" in the left menu bar.
  2. Select "Documents."
  3. Navigate to "Upload."
  4. Delete the desired receipts.

Deleting receipts that have already been posted

  1. Go to the Journal in the Accounting menu.
  2. Click the pencil next to the relevant entry.
  3. Click the pencil next to the posting text.

The posting form then opens:

  1. In the new form, click the pen next to the title to access the receipt,
  2. You can remove the receipt here or replace it with another one.

Note

This article only describes deleting receipts. Be sure to observe the applicable regulations for the proper retention of documents under the Swiss Code of Obligations and the Business Records Ordinance so that they are archived.

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