Delete a Kind or Kind Category

Deleting Kinds

A Kind can be deleted. However, doing so does not delete records that use that Kind. JobBag will do a search for all records containing that Kind when the delete request is made. If records containing the selected Kind are found, a replacement Kind must be selected to allow the costs of those records be moved.

Deleting Categories

A Category that has associated Kinds cannot be deleted, until all the Kinds in the Category have been deleted.

Rules for Deleting / Merging Kinds

This procedure may take a long time and cannot be reversed!

Check the GL mapping for the two kinds involved, if not identical, unexpected results may occur in

balances and reports.

1. Select JobBag > Kinds.

2. Select the category to be deleted or expand the category containing the kind to be deleted.

3. Click on the Delete icon.

4. A window will open prompting you for a kind to merge the old one into. Search for the kind using the filter or expand the category to select the kind.