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CCH Software User Documentation

Deleting a Job

Job details can only be deleted from the Client > Assignments tab. Your ability to delete a job will depend on the permissions assigned to you.

Delete a Job

  1. Find the Assignment.

  2. On the Client record, on the Assignments tab, right click the job you want to delete.  A pop up menu is displayed.

  3. From the pop up menu, select the Remove Job option.

Note

You will only be able to delete a job from a client if the job does not have any:
• WIP associated to the job
• bills associated to the job
  1. The Confirm Job Deletion window prompts you to confirm the delete action.  Click Yes to confirm and close the window.
    The Job is deleted.

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