We have completed our testing of online payments. Before we go live, I need to delete all the test transactions and scout accounts.
I believe I can go into the various profiles and delete the scout accounts. What is the best way to delete the money book transactions? Can I just go in there and start deleting transactions, or is there a better way?
Thanks in advance,
You should be able to delete and recreate each of the accounts from Manage > Money > All Money Accounts. This may be the quickest option.
If someone knows of a better way, do tell.
That’s a great idea. What about deleting the troop primary account? That is the money account I have listed in settings. Will I cause any headaches deleting this one?
I just tried it and it appears to be ok. I immediately created a new Troop Primary Account and went into Manage > Settings > Online Payments and switched it to the new Troop Primary Account (It defaults to any other troop account).
I appreciate the quick response as always.
Have a great day!
You have a great day, too.
So I also have a question about deleting all the Categories in the Money Book. I was able to delete all the different accounts but also need to clear out all the custom categories so I can start over and have been unable to figure out how. Anyone know how to do that? Thanks