Delete an Employee Custody
This screen allows you to delete an employee custody record that was created incorrectly, while ensuring the integrity of the associated financial data.
This action is only accessible to users who have the permission to delete employee custodies.
How to Access
- From the main menu, click Finance.
- Select Employee Custody.
- From the custodies list, click the Actions ⋮ menu next to the required custody and select Delete.
- Or from the custody view screen, click the Delete button.
3. Steps to Delete an Employee Custody
- From the custodies list or the custody view screen, click Delete.
- The system displays a confirmation message before executing the deletion — click Confirm to proceed or Cancel to go back.
How the System Behaves Upon Deletion
Upon successful confirmation:
- The custody record is permanently deleted.
- The journal entry associated with the custody is automatically deleted.
- The deletion action is recorded in the activity log.
Validation Rules
A custody can only be deleted if all of the following conditions are met:
- The custody status is “Open.”
- The remaining balance equals the original custody amount.
- No settlements or return transactions are associated with the custody.
If any of these conditions are not met, the system displays the following message: “The custody cannot be deleted because it has recorded settlements.”
Notes
- Custodies that contain any financial activity cannot be deleted under any circumstances.
- All deletion actions are automatically recorded in the activity log for future reference.