How to delete a company or a fiscal year in Ubyquo

In Ubyquo you can delete companies or fiscal years from the Documentos (Documents) tab.

This process is restricted to administrator users, and before deleting a fiscal year or a company you must check that there are no posted documents.

Requirements before deleting

• Only administrator users can delete companies or fiscal years.
• The documents of the fiscal year to be deleted must be in No contabilizado (Not posted) status.

Changing the accounting status of the documents

Before deleting a fiscal year, change the accounting status of the associated documents:

• Go to the Documentos tab.
• Find the documents that belong to the fiscal year you want to delete.
• Right-click the documents.
• Select Cambiar estado contable (Change accounting status).

• Select the No contabilizado option.

Once the documents are in No contabilizado status, you can continue with the deletion.

Deleting a fiscal year

To delete a specific fiscal year:

• Go to the Documentos tab.
• Position yourself on the fiscal year you want to delete.
• Right-click.
• Select Eliminar ejercicio (Delete fiscal year).

Deleting a company

To delete a whole company:

• Go to the Documentos tab.
• Position yourself on the company you want to delete.
• Right-click.
• Select Eliminar empresa (Delete company).

When you delete a company, keep in mind that the action affects the company and all the information associated with it.