Deleting a Settlement Type

You can delete unused settlement types to keep the list organized and free of unnecessary entries. This article explains when a settlement type can be deleted and what happens when attempting to delete one that is in use.

Before You Begin

• You must have the permission to manage settlement types in order to perform this action.
• A settlement type cannot be deleted if it is being used in any recorded settlement entry.

Steps to Delete a Settlement Type

• 1. From the main menu, click Finance.
  2. Select Finance Settings.
  3. Click the Settlement Types card.
  4. Search for the settlement type you want to delete.
  5. Click Actions then select Delete.
  6. A confirmation message will appear — click Confirm to proceed.

  The settlement type will be deleted and will no longer appear in any list.

  If the settlement type is being used in recorded settlement entries, the system will prevent the deletion and display the following message: “The settlement type cannot be deleted because it is used in recorded settlements.”

  If you no longer need to use a settlement type but it is linked to existing records, consider changing its status to Inactive instead of deleting it. This will hide it from selection lists while preserving the settlement records associated with it.

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