Deleting Finance Categories

When a finance category is no longer required, the Metrix Asset Management system provides functionality for administrators to permanently remove it from the system.

Warning

Deleting finance categories cannot be undone. The following restrictions also apply when it comes to deleting finance categories:

  • Finance categories cannot be in use: If the finance category is currently assigned to any component via a posted transaction within the system, then it cannot be deleted.

To delete a finance category, follow these steps:

  1. To begin deleting a finance category, navigate to the ‘Finance Categories’ management page (Assets Menu > Finance Categories).

  2. This page renders every finance category currently configured in the system. To delete a particular finance category, click the trash-can ‘Delete’ icon at the far right-hand side of the row. If the button is not enabled, this means that the finance category cannot be deleted (see warning notes, above).

  3. In the subsequent dialog, confirm your decision by clicking ‘Delete’.

  4. The finance category will now be permanently deleted from the system.