Chargebacks › Investment Chargebacks › GL Allocations › Remove GL Allocations

Remove GL Allocations

You can remove GL allocations from debit rules as long as they are not referenced elsewhere.

To remove an GL allocation

1. Open the investment or service.

   The properties page appears.

2. Click the Chargebacks tab and then click the Debit Rules subtab.

   The Chargebacks: Debit Rules page appears.

3. Click the GL Allocation Code link to edit the allocation details associated with the rule.

   The GL Allocation Detail List page appears.

4. Click the GL Account link to access GL allocation details from the selected GL account and department combination.

   The GL Allocation Properties: Detail page appears.

5. Select the check box next to each allocation time period you want to remove.
6. Click Delete.