Remove List in the Customer Service Report and eSign it in minutes

Aug 6th, 2022
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How to Remove List in the Customer Service Report

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have you ever ran a report in xero taken a look at it and thought wait a minute thats not right that report includes deleted transactions well its something that ive certainly done before and its hard to believe that some of your xero reports might include deleted transactions why i dont know but in this video im going to show you how to remove deleted transactions if you find that theyre included in your xero report lets head into xero and ill show you how okay im looking at a report in xero now the report that im looking at doesnt really matter but its one of the new style reports where youve got flexibility you can choose the columns that you want included on your report im looking at this report and im scrolling down trying to make sense of it and i come to this is one of my suppliers and i can see ive got first two lines on this report that appear to show the same payable invoice the same purchase invoice the same bill twice now im thinking what on earth is going

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Under the Jira Service Management section on the nav bar, select Portal customers. Next to the customer you want to delete, select (More option) Delete account. Select Delete to confirm.
3 answers Go to Settings - User management. Select Products from the top navigation bar. Select the Site name from the Sites and Products on the left hand side. From the sidebar under Jira Service Management, select Portal customers. Find the customer name you wish to delete - more . Select Delete account.
If you specify a sales area, you can mark the customer for deletion for selected sales areas on the next data screen. If you do not specify a sales area, you can mark the customer generally for deletion, i.e. for all sales areas, on the next data screen. Press ENTER. Set the deletion indicator.
Go to Accounting Finance Accounting Accounts Receivable Master Records Maintain Centrally Set Deletion Indicator. Select the customer id, company code, etc. to be deleted as shown below and press the Enter key. After selecting the Deletion flag, click the save icon at the top.
Solution/Immediate Workaround The way you can achieve this is by using the Search button ; for example in Name field type the name of person you would like to delete ; it will bring the field on first line and then click on delete.
Try Tcode - OBR2 to delete the master data.
Below process is to delete the customer 57799 (New Customer). Step-1: Enter the transaction code FD06 in the SAP command field and click Enter to continue. Expand Accounting Finance Accounting Accounts Receivable Master Records FD06 - Set Deletion Indicator . Click on Set Deletion Indicator .
From your service project, go to Project settings People. Find the customer you want to remove by searching for the customer or filter by Service Desk Customers under the Roles dropdown. Select Remove next to the customer.

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