Clean It Up

UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: R W C on July 11, 2009, 08:24:27 pm

Title: Deleting jobs on WCP
Post by: R W C on July 11, 2009, 08:24:27 pm

If you have a job on your list that wont ever be done again can you just delete it or does it need to be suspended for future references, I have a few that ive suspended but want to just delete them but dont know if it will affect my print off for tax or will these takings still be included,

Chris

Title: Re: Deleting jobs on WCP
Post by: R W C on July 11, 2009, 08:48:06 pm

yer the thing is that when i look at all rounds it shows loads of custys, ones i dont do anymore etc, anyone would think i was getting 15% off my leaflets with all them  ;)

Title: Re: Deleting jobs on WCP
Post by: heathrow100 on July 11, 2009, 09:51:31 pm

I have looked how to delete jobs and the only solution I see is to make the customer inactive? but my particular round value from where that customer was doesnt change? The customer does not show then but the round value stays the same,mabe im doing something wrong ,can anyone clarify??

Title: Re: Deleting jobs on WCP
Post by: R W C on July 11, 2009, 10:10:38 pm

where it says status change this to active instead of all

Title: Re: Deleting jobs on WCP
Post by: ianhannaford on July 13, 2009, 01:10:10 pm

Hi All,

If you delete the job this will also delete the customers history and therefore have a direct impact on your accounts and earnings.

The reason is that every penny needs to be accounted for and if you are simply deleting the customer then there is no references back.

Cheers

Ian