Delete a Ledger Item

Use the Ledger tab to delete a ledger item associated to a purchased portfolio.

To delete a ledger item

1. In the Navigation Explorer pane, click Purchases.

2. Double-click a purchase name. The information appears in the Information pane.

3. Click the Ledger tab and then click the All tab.

4. Click the plus sign (+) next to the ledger type to expand it.

5. In the data grid, double-click the ledger entry.

6. Click Delete. The system deletes the ledger entry.

Related Topics

Ledger Items

Purchases