Delete a Suspense Record

Suspense records can only be deleted if they are in Open status and are not attached to a policy.  If the Delete button is not visible, then the suspense record cannot be deleted.

 

Steps to Delete a Suspense Record

  1. Select Suspense from the Main menu and click Suspense Records.

  2. Click Find at the bottom of the Suspense Record screen.

  3. Type the criteria for the search and select Find. Use the % (percent) sign as a wild card in any of the name fields or search by suspense number, date or amount.  

  4. Click the record in the search results window.  The suspense record information will be displayed.

  5. Click Delete.  If the Delete button is not available, you will not be able to delete the record.

  6. Click OK when the confirmation window appears and asks for confirmation of the delete.

  7. Click the accounting accounting icon icon.  Two records are displayed.  One is a debit and one is a credit.

 

Note:  The suspense record is not physically deleted.  The status is changed to ”Deleted” and the record can still be found and displayed in the system.