Deleting a user is a great functionality, derricky.
As of now, you're unable to delete a user that has created a transaction. As a workaround, I'd suggest changing their status to inactive. Then update their password.
If you're referring to an employee, you can only inactivate them to hide their name on reports and every time you run payroll. Beforehand, make sure there are no pending transactions or a balance.
Here's how:
- Go to the Employees menu and select the Employee Center.
- From the list of employees, select the first employee to inactivate.
- Right-click on the employee's name and select Delete Employee.
- Select OK to confirm the deletion.
Since the feature to delete users and employees isn't added yet, I'd recommend sending feedback to our Product Development team. This helps us improve the features of the program.
Here's how:
- Go to the Help menu and then select Send Feedback Online.
- Choose Product Suggestion.
- Add the type of feedback.
- Type in your feature suggestion.
- Once done, click Send Feedback.
You can also utilize these articles to help manage the restrictions of a user on your company file.
Moreover, I'm attaching this article for your future reference. This contains information about exporting and personalizing your reports to get the details needed: Understand Reports.
If there's anything else you need assistance with about users' roles, please keep me updated. I'll be more than happy to help you. Stay safe and more power to your business.
