Let's review a report to resolve the error, lmatch.
You run the Uninvoiced Charges or Unbilled Charges report to check if the employee is used in one of the transactions. Here's how:
Once done, delete the employee to check if that works. You can also reply to this thread if you have follow-up questions.
Thanks for the reply. That was the first thing I looked at, and there are no unbilled invoices or unbilled time (those are the only two reports that come up for me) for this former employee. Other former employees deleted (made inactive) just fine.
Actually, we figured it out. The reports that are available are actually titled "uninvoiced charges" and "uninvoiced time", but when you run the report, the report is titled "unbilled charges". That's just to keep everyone confused. Anyway, running the uninvoiced charges report did come up with some items, but under someone's name other than this employee's name. However, opening up those charges showed a check, and the check was indeed under this employee's name, with several items on it that had a check mark on "billable"! Unchecking those checkmarks on the check and saving it allowed us to make the employee inactive. Makes no sense, but it worked. Hmm..
Hi again, lmatch.
Thanks for letting me know that you're able to make the employee inactive. I'll also send your feedback about the name of the report to our engineers so they can take a look at it.
Let me know if you need anything else.