Financial reports and closing · Guide 210 of 624

Delete documents linked to ledger entries

RockifyERP won’t delete a submitted document that has ledger entries. You need to cancel it first.

How to do it in RockifyERP

  1. Open the document and click Cancel. This reverses its ledger entries.
  2. Cancel any documents linked to it first if RockifyERP asks.
  3. Delete the cancelled document only if your policy allows it. Usually keeping it is better for audit.

Tip: Cancelled documents stay visible but don’t affect reports, which keeps a clean audit trail.

Related RockifyERP guides

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