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Legal Accounting 3
SECTION 1.1.3 - DELETE A
CLIENT
USAGE: Delete a Client from the
Client/Trust master-file.
DISCUSSION: Care should be taken when
deleting Clients as no checks are made as to whether this account is required
in other part of T.L.A. However, you cannot delete a Client that has a balance
or any remaining transactions attached.
When you start the delete program, the computer will
initially ask for a Client code. Insert the code and press <Enter>.
To return to the CLIENT/TRUST MAINTENANCE MENU, press <ESC>.
To search for a Client, press <F9>. For further details on searches, see SECTION 1.2.
Having entered a valid code, the computer will
display the current information pertaining to that account. If you confirm that
you wish to delete the record, T.L.A. will permanently delete the Client from
the Client/Trust master-file.