How to Delete an Account that has been Incorrectly Set

If you have set up an account in error you can delete the account and restore the initial account if the following apply:

1. No Transactions appear on the account
2. No Work Orders appear on the account (delete any work orders)

If neither of the above two are shown, you can follow the steps below to delete the account from the records and restore the initial account as the highest resident.

Path: Utility Billing > Service Accounts

Once you are on the Work with Service Accounts screen, search for the incorrect account

• Right Click on the Account and the Quick Access Menu will be displayed > Select Inquire

• On the toolbar select the Delete the Data Icon

• A prompt will appear and select Yes from the drop down field and select Submit

Once the account has been deleted be sure to restore the previous account if applicable.

Version 1.1