Delete third party(ies)

This section explains how to:

  • delete third party(ies) and their accounts.
  • delete a third party’s account.


Delete third party(ies) and their accounts

Prerequisite:

  • Refer to Rights. Learn how to set user rights.
  • You can delete a third-party only if they are not used in a remittance whose status is “Edition”. To delete the third-party, you must first remove the third-party from the remittance or send the remittance.

Access in Iziago: Third-party database > Application > Third parties
  1. Follow the procedure Display the desired third-party information so that the third party(ies) to be deleted is(are) displayed in the result table of the Third parties screen.
  2. In the result table, select the third party(ies) to be deleted by checking the corresponding boxes.
  3. Perform one of the following actions:
  • Click on above the table.
  • Click on the line of the third-party in the table. The third-party is displayed in the Edit third party screen.
  1. In the Confirm deletion window, click on the Delete button.


Delete a third party’s account

Prerequisite:

  • Refer to Rights. Learn how to set user rights.
  • You can delete a third-party and their accounts only if they are not used in a remittance whose status is “Edition”. To delete the third-party and their accounts, you must first remove the third-party from the remittance or send the remittance.

Access in Iziago: Third-party database > Application > Third parties
  1. Follow one of the following procedures to display the desired third-party datasheet:
  1. The third party’s accounts are displayed in a table at the bottom of the screen. Perform one of the following actions:
  • click on on the account line in the table.
  • click on the account line in the table to display the account datasheet, then click on the Delete button.
  1. In the confirmation window, click on the Delete button.