Knowledge Base

Deleting and Restoring Documents

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  • February 6, 2024

Deleting and Restoring Documents

In BizCentric, you can delete a document if not needed. They can be masters like Items, Customer or transactions like Sales Order, Payment Entries, etc.

To remove a document, navigate to the document’s dropdown menu and choose ‘Delete’. For bulk deletion, you can select multiple canceled records and delete them simultaneously from the List View.

 

 

Note: Any submittable document will not be deleted after submission. To delete a submitted document, you will be required to first ‘cancel’ the document.

Restoration of Deleted Documents

Further, any document, if deleted by mistake, or is required after deletion, can also be restored from the Deleted Documents list.

To access Deleted Documents, go to:

Home > Settings > Data > Deleted Documents

1. How to Restore Deleted Documents

  1. Go to Deleted Documents List
  2. Open the deleted Document
  3. Click on the Restore button.

 

Note: If the document was deleted after getting * canceled*, it would be restored with a new name.