Delete a Financial Statement

  • Updated

With the Titanium release, Q2 Origination is enhanced to allow users to delete a financial statement that is added to an account.

Prerequisites

Before you proceed to delete a financial statement for an account, ensure that the following prerequisite is met:

  • A financial statement is created by selecting a template for a party.

Steps

To delete a financial statement for an account:

  1. Log in to your Salesforce account.

  2. Go to image idm3559 (App Launcher) > Applications.

  3. On the Applications tab, and from the list of applications, select the required application.

  4. On the application details page, go to More> Financial Spreds.

    The Financial Statement Analysis page is displayed.

  5. Select the image idm15651(Delete the statement)icon for the financial statement to delete it.

    image idm15656

    The Do You Want to Delete The Statement?, confirmation window is displayed to confirm the deletion.

  6. To proceed with the deletion of the statement, select Delete.

    image idm15661

    Note

    • On deleting the financial statement from any of the pages (Balance Sheet, Income, Ratio, etc.), the financial statement gets deleted from all the pages (Balance Sheet, Income, Ratio, etc.).

    • On deleting a financial statement, if that financial statement is referenced as a previous statement to another statement, that reference is removed from UCA Cashflow, and the trend analysis percentage and amount are recalculated.

    • On deletion of the financial statement, Global Cash Flow must be recomputed manually.

    • On deleting a financial statement, if that financial statement is referenced as a previous statement to another statement, that reference is removed, and the line items for that deleted financial statement are updated to Null.